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State Street SPDR S&P Kensho New Economies Composite ETF

134 hedge funds and large institutions have $1.98B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 129134 (+5)

3% more capital invested

Capital invested by funds: $1.92B → $1.98B (+$61.5M)

0.63% more ownership

Funds ownership: 94.37%95% (+0.63%)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

75% less call options, than puts

Call options by funds: $5K | Put options by funds: $20K

Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
40
Reduced
40
Closed
17
Calls
$5K
Puts
$20K
Net Calls
-$15K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
76
Wealthfront Advisers
California
$209K +$212K +4,113 New
IA
77
IFP Advisors
Florida
$186K +$12.8K +248 +7%
UBS Group
78
UBS Group
Switzerland
$164K -$65.2K -1,262 -28%
EWA
79
EP Wealth Advisors
California
$139K +$141K +2,727 New
HWA
80
HHM Wealth Advisors
Tennessee
$122K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$83.2K
SSB
82
Sandy Spring Bank
Maryland
$78.4K -$2.32K -45 -3%
NA
83
NewEdge Advisors
Louisiana
$77.6K -$27.6K -535 -26%
LFG
84
Larson Financial Group
Missouri
$77.5K +$103 +2 +0.1%
AWM
85
AE Wealth Management
Kansas
$70.7K +$71.8K +1,390 New
CAL
86
Capital Advisors Ltd
Ohio
$70K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$69.6K +$12.7K +246 +22%
GFPC
88
Global Financial Private Client
Florida
$69K -$413 -8 -0.6%
AF
89
Allworth Financial
California
$67.2K +$27.6K +535 +74%
CA
90
Continuum Advisory
Idaho
$65.9K +$1.91K +37 +3%
MG
91
Mather Group
Illinois
$60.4K
BA
92
Bellwether Advisors
Nebraska
$59.9K +$60.9K +1,179 New
GRP
93
Global Retirement Partners
California
$51K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$50.9K +$50.5K +978 +4,252%
CA
95
CoreCap Advisors
Michigan
$48.7K +$18.8K +364 +61%
CWP
96
Concord Wealth Partners
Virginia
$47.3K +$1.6K +31 +3%
OIA
97
Optimum Investment Advisors
Illinois
$40.5K -$77.4K -1,500 -65%
AssetMark Inc
98
AssetMark Inc
California
$37.1K +$8.88K +172 +31%
CAS
99
Coppell Advisory Solutions
Texas
$35.8K +$36.1K +700 New
CIAS
100
Capital Investment Advisory Services
North Carolina
$29K

KOMP Hedge Fund Activity: Q4 2024 in Review

134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2024, worth a combined $1.98B — up 3.2% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KOMP positions and 17 closed out — a net gain of 11 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Financial Engines Advisors, cutting an estimated $39.5M.

  • 134 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.98B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2024 and 17 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2024 was Morgan Stanley, an estimated $16.4M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2024 was Financial Engines Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2024.