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SPDR S&P Kensho New Economies Composite ETF
KOMP

Overview Fund Activity

121 hedge funds and large institutions have $1.72B invested in SPDR S&P Kensho New Economies Composite ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+18
Holders Change %
+17.48%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
28
Increased
57
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.22B
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$72.5M
3
SWMG
3
Sanchez Wealth Management Group
Florida
$7.95M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$6.17M
5
Bank of America
5
Bank of America
North Carolina
$51.8M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$8.89M
2
PS
2
Portfolio Strategies
New York
$0
3
NA
3
NewEdge Advisors
Louisiana
$528K
4
LPL Financial
4
LPL Financial
California
$17.7M
5
PAG
5
Private Advisor Group
New Jersey
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$765K +$299K +4,474 +64%
Stifel Financial
52
Stifel Financial
Missouri
$668K +$172K +2,579 +35%
HWA
53
Heartwood Wealth Advisors
Virginia
$632K – – –
OIA
54
Optimum Investment Advisors
Illinois
$606K +$4.28K +64 +0.7%
VWA
55
Visionary Wealth Advisors
Illinois
$600K +$208K +3,113 +53%
CWM
56
Cabot Wealth Management
Massachusetts
$576K +$110K +1,641 +24%
BOM
57
Bank of Marin
California
$571K -$56.5K -845 -9%
SPIA
58
Steward Partners Investment Advisory
New York
$552K +$30.4K +454 +6%
GVAG
59
Great Valley Advisor Group
Delaware
$540K +$146K +2,187 +37%
MSFS
60
Main Street Financial Solutions
Pennsylvania
$531K +$18K +270 +4%
NA
61
NewEdge Advisors
Louisiana
$528K -$3.89M -58,210 -88%
SFG
62
SNS Financial Group
Minnesota
$514K +$264K +3,945 +105%
SFSIG
63
San Francisco Sentry Investment Group
California
$508K +$16.4K +245 +3%
UAS
64
United Asset Strategies
New York
$507K +$507K +7,590 New
OMC
65
Old Mission Capital
Illinois
$441K +$441K +6,597 New
SSWM
66
Sheets Smith Wealth Management
North Carolina
$397K +$156K +2,332 +65%
SW
67
SVB Wealth
Massachusetts
$397K +$397K +5,940 New
OPS
68
Orion Portfolio Solutions
Nebraska
$383K +$105K +1,575 +38%
Goldman Sachs
69
Goldman Sachs
New York
$379K – – –
ACM
70
Ategra Capital Management
Virginia
$357K +$357K +5,338 New
DSC
71
Duncker Streett & Co
Missouri
$354K +$354K +5,300 New
CA
72
Cetera Advisors
Colorado
$324K +$324K +4,847 New
Creative Planning
73
Creative Planning
Kansas
$322K +$322K +4,815 New
MFG
74
Merit Financial Group
Georgia
$303K +$303K +4,532 New
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$296K -$69.2K -1,039 -19%
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