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SPDR S&P Kensho New Economies Composite ETF
KOMP

Overview Fund Activity

128 hedge funds and large institutions have $1.77B invested in SPDR S&P Kensho New Economies Composite ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
30
Reduced
47
Closed
11
Calls
$19K
Puts
$5K
Net Calls
+$14K
Net Calls Change
+$42K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.54B
2
Morgan Stanley
2
Morgan Stanley
New York
$19.6M
3
MAM
3
Marquette Asset Management
Minnesota
$26.7M
4
ATC
4
Advantage Trust Company
Kansas
$2.87M
5
SA
5
Strategic Advocates
Utah
$579K

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$0
2
Betterment LLC
2
Betterment LLC
New York
$59.3M
3
Wells Fargo
3
Wells Fargo
California
$836K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.1M
5
Mariner
5
Mariner
Kansas
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
26
Stratos Investment Management
Ohio
$2.06M 44,133 -13,425 -23%
PWM
27
Penobscot Wealth Management
Maine
$1.98M 42,357 -1,334 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.78M 38,146 -7,381 -16%
AWM
29
Austin Wealth Management
Texas
$1.57M 33,947 -4,242 -11%
GWM
30
Geneos Wealth Management
Colorado
$1.57M 33,642 -429 -1%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.54M 32,883 +4,494 +16%
BCM
32
Brookstone Capital Management
Illinois
$1.41M 30,281 +516 +2%
LCM
33
Lunt Capital Management
Utah
$1.3M 27,887 -256 -0.9%
WANY
34
Wealthspire Advisors (New York)
New York
$1.23M 26,425 +126 +0.5%
UBS Group
35
UBS Group
Switzerland
$1.14M 24,418 +8,307 +52%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.08M 23,146 -294 -1%
AWM
37
Apollon Wealth Management
South Carolina
$1.03M 22,088 +1,693 +8%
Ameriprise
38
Ameriprise
Minnesota
$988K 21,155 +8,519 +67%
EL
39
Essex LLC
Illinois
$887K 19,000 -2,413 -11%
WIP
40
WealthCare Investment Partners
Rhode Island
$873K 19,255 +318 +2%
Wells Fargo
41
Wells Fargo
California
$836K 17,910 -49,026 -73%
OIA
42
OneDigital Investment Advisors
Kansas
$782K 16,747 -22,154 -57%
SSWM
43
Sheets Smith Wealth Management
North Carolina
$779K 16,686 -469 -3%
Citadel Advisors
44
Citadel Advisors
Florida
$730K 15,638 +10,616 +211%
PA
45
PFG Advisors
Arizona
$681K 14,576 -481 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$644K 13,801 +510 +4%
SIAS
47
Summit Investment Advisory Services
Minnesota
$607K 12,990 +29 +0.2%
SA
48
Strategic Advocates
Utah
$579K 12,391 +12,391 New
IWM
49
IHT Wealth Management
Illinois
$577K 12,348 -250 -2%
CPA
50
Capital Planning Advisors
California
$547K 11,723 +328 +3%
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