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SPDR S&P Kensho New Economies Composite ETF
KOMP

Overview Fund Activity

103 hedge funds and large institutions have $1.67B invested in SPDR S&P Kensho New Economies Composite ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+34
Holders Change %
+49.28%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
41
Increased
33
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
$31.1M
2
Bank of America
Bank of America
North Carolina
$47.7M
3
CF
Corrigan Financial
Rhode Island
$15.3M
4
CWP
Concord Wealth Partners
Virginia
$13.5M
5
PS
Portfolio Strategies
New York
$12.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.18B
2
SMM
Stadion Money Management
Georgia
$0
3
SFP
Shepherd Financial Partners
Massachusetts
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$36.6M
5
CFA
Carroll Financial Associates
North Carolina
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$528K +$528K +7,799 New
MSFS
52
Main Street Financial Solutions
Pennsylvania
$520K +$35K +516 +7%
Stifel Financial
53
Stifel Financial
Missouri
$502K +$502K +7,417 New
SFSIG
54
San Francisco Sentry Investment Group
California
$498K +$28.9K +426 +6%
Citadel Advisors
55
Citadel Advisors
Florida
$480K +$480K +7,085 New
CWM
56
Cabot Wealth Management
Massachusetts
$473K +$1.29K +19 +0.3%
UBS Group
57
UBS Group
Switzerland
$473K +$473K +6,976 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$448K +$448K +6,620 New
GTAM
59
Global Trust Asset Management
Florida
$421K +$32.8K +485 +8%
GVAG
60
Great Valley Advisor Group
Delaware
$398K -$17.7K -262 -4%
VWA
61
Visionary Wealth Advisors
Illinois
$397K +$397K +5,856 New
Goldman Sachs
62
Goldman Sachs
New York
$383K -$501K -7,411 -57%
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$371K +$371K +5,481 New
CA
64
Continuum Advisory
Idaho
$345K – – –
CA
65
Capital Advantage
California
$320K +$35K +516 +12%
OPS
66
Orion Portfolio Solutions
Nebraska
$282K +$36.8K +543 +15%
GT
67
Glenview Trust
Kentucky
$275K – – –
SFG
68
SNS Financial Group
Minnesota
$254K +$17K +250 +7%
MML Investors Services
69
MML Investors Services
Massachusetts
$246K +$246K +3,632 New
SSWM
70
Sheets Smith Wealth Management
North Carolina
$244K +$244K +3,600 New
OAJ
71
Ogorek Anthony Joseph
New York
$222K +$222K +3,292 New
RIA
72
RPG Investment Advisory
California
$221K +$27.7K +410 +14%
WCA
73
Westover Capital Advisors
Delaware
$217K +$217K +3,198 New
PA
74
PFG Advisors
Arizona
$210K -$60.6K -895 -22%
SWM
75
Spire Wealth Management
Virginia
$167K +$167K +2,466 New
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3
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