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Disclosery

KOMP SPDR SERIES TRUST

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SP KENSHO NEWEC (fund)

121 managers (122 13F filers) reported a position in KOMP shares at 2025-03-31, 39,007,644 shares in all. 11 filers opened a position and 24 filers sold out during the quarter.

Managers
121
13F filers
122
New
11
Added
36
Reduced
47
Sold out
24
Shares held by filers
39,007,644

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.33,251,698$1.55B3.32%-208,03013F-HRTimeline
Betterment LLC1,773,394$82.4M0.2%-53,05613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY842,385$39.2M<0.01%+309,13313F-HRTimelineGroup
Strategic Advocates LLC536,501$24.9M8.67%+21,03913F-HRTimeline
LPL Financial LLC192,723$8.96M<0.01%+1,06513F-HRTimeline
Mariner, LLCin group Mariner, LLC166,142$7.72M0.01%-12,21613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC129,420$6.02M0.07%+114,11113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,112$5.17M0.01%+49,12013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100,081$4.65M<0.01%-49013F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.97,909$4.55M0.01%+2,30713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,532$4.53M<0.01%-3,57013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,204$4.38M<0.01%-16,10713F-HR/ATimelineGroup
Towerpoint Wealth, LLC93,669$4.35M2.16%+79813F-HRTimeline
Aptus Capital Advisors, LLC85,200$3.96M0.04%+3,95513F-HRTimeline
Financial Guidance Group, Inc.85,063$3.95M2.14%+3,95513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,705$3.57M<0.01%-1,77313F-HRTimelineGroup
Geneos Wealth Management Inc.70,362$3.27M0.05%+34,42913F-HRTimeline
MGO ONE SEVEN LLC69,671$3.24M0.13%-2,50313F-HRTimeline
CWM, LLCin group CWM, LLC60,840$2.83M0.01%-99213F-HRTimelineGroup
Good Life Advisors, LLC49,883$2.32M0.16%-52,20413F-HRTimeline
McCarthy & Cox48,187$2.24M0.98%+1,54313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT45,619$2.12M0.89%-8,70313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding42,957$2M-3,845Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,632$1.98M<0.01%+66713F-HRTimelineGroup
Lunt Capital Management, Inc.42,239$1.96M0.71%+3,06413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …39,547$1.84M0.05%-2,00113F-HRTimelineGroup
NovaPoint Capital, LLC39,217$1.82M0.56%-3,01713F-HRTimeline
Austin Wealth Management, LLC39,189$1.81M0.36%+1,95413F-HRTimeline
Hughes Financial Services, LLC36,000$1.69M0.33%-4,33213F-HRTimeline
Orion Porfolio Solutions, LLC34,978$1.63M0.02%-1,72913F-HRTimeline
Orion Portfolio Solutions, LLC34,978$1.63M0.02%-1,72913F-HR/ATimeline
SOL Capital Management CO34,310$1.59M0.18%-6,04013F-HRTimeline
HighTower Advisors, LLC31,426$1.46M<0.01%-10,16213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT27,199$1.26M0.04%new13F-HRTimeline
Advantage Trust Co23,955$1.11M0.67%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,547$1.05M<0.01%+6,40213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,974$1.02M<0.01%+6,05713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,744$964K0.02%-91713F-HRTimelineGroup
WealthCare Investment Partners, LLC21,806$933K0.4%+2,70813F-HRTimeline
Comprehensive Money Management Services…19,435$904K0.73%-74213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,039$885K<0.01%+11,65813F-HRTimelineGroup
RPG Investment Advisory, LLC18,494$860K0.06%+9,12713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,793$827K<0.01%-1,33013F-HRTimelineGroup
Crossmark Global Holdings, Inc.17,622$818K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,243$808K0.08%+2,51813F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth16,151$751K<0.01%+23613F-HR/ATimelineGroup
Sherman Asset Management, Inc.15,990$743K0.71%+1,44313F-HRTimeline
Cetera Investment Advisers13,552$630K<0.01%+4,11413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,974$603K0.02%+8,83813F-HRTimelineGroup
Summit Investment Advisory Services, LLC12,588$585K0.29%-54413F-HRTimeline
Farther Finance Advisors, LLC11,923$558K0.01%+11,90413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,543$537K<0.01%-6,06013F-HR/ATimelineGroup
Essex LLC11,200$521K0.11%-69513F-HRTimeline
IHT Wealth Management, LLC10,974$510K0.02%-51613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,817$503K<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC10,642$495K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC9,851$458K0.01%-72313F-HRTimeline
Opulen Financial Group LLC8,507$396K0.36%-22713F-HRTimeline
Capital Planning Advisors, LLC8,470$394K0.06%-1,06013F-HRTimeline
Creative Planningin group Creative Planning8,422$392K<0.01%-2,06313F-HRTimelineGroup
FMR LLCin group FMR LLC7,334$341K<0.01%+2,31613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management6,139$285K<0.01%+9813F-HRTimelineGroup
Meridian Financial Advisors, LLC6,006$279K0.2%-44913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,622$261K<0.01%-1,21213F-HRTimelineGroup
Lynx Investment Advisory5,454$254K0.17%-74213F-HRTimeline
Integrated Wealth Concepts LLC5,083$236K<0.01%-76513F-HRTimeline
UBS Group AGin group UBS Group AG4,964$231K<0.01%+1,74513F-HRTimelineGroup
GTS SECURITIES LLC4,854$226K0.01%-3,74113F-HRTimeline
Main Street Financial Solutions, LLC4,792$223K0.02%new13F-HRTimeline
Wealthfront Advisers LLC4,498$209K<0.01%+38513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,437$206K<0.01%-2,24313F-HRTimeline
IFP Advisors, Inc3,122$145K<0.01%-52913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,397$111K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,306$107K<0.01%+91613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,636$76.1K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,551$72.1K<0.01%+55013F-HRTimelineGroup
Sandy Spring Bank1,543$71.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,427$66.3K<0.01%+5813F-HRTimelineGroup
Larson Financial Group LLC1,417$65.9K<0.01%-10913F-HRTimeline
Capital Advisors, Ltd. LLC1,382$64K0.01%013F-HRTimeline
Global Financial Private Client, LLC1,371$63.7K0.02%+1313F-HRTimeline
Continuum Advisory, LLC1,260$58.6K0.01%-3713F-HRTimeline
MATHER GROUP, LLC.1,189$55.3K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1,179$54.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC958$44.5K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS796$37K0.02%013F-HRTimeline
Allworth Financial LP785$36.3K<0.01%-47113F-HRTimeline
Capital Investment Advisory Services, L…571$26.5K<0.01%013F-HRTimeline
Crews Bank & Trust500$23.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC491$23K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.468$21.8K0.01%013F-HRTimeline
Princeton Global Asset Management LLC400$18.6K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC390$18K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC385$17.9K<0.01%-1,14213F-HRTimeline
Steward Partners Investment Advisory, L…361$16.8K<0.01%+33613F-HRTimeline
North Star Investment Management Corp.350$16.3K<0.01%013F-HRTimeline
Coston, McIsaac & Partners349$16K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates300$13.9K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC283$13.2K<0.01%-19513F-HRTimelineGroup
Wayfinding Financial, LLC300$13K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners242$11.3K<0.01%-68913F-HRTimelineGroup
Northwest Capital Management Inc239$11.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC195$9.07K<0.01%-2,21013F-HRTimeline
COMERICA BANK170$7.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO153$7.11K<0.01%-21513F-HRTimelineGroup
DUNCKER STREETT & CO INC150$6.97K<0.01%-30013F-HRTimeline
Crewe Advisors LLC111$5.16K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.96$4.46K<0.01%+1513F-HRTimeline
Key Financial Inc83$3.86K<0.01%013F-HRTimeline
Archer Investment Corp67$3.12K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…63$2.93K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.50$2.33K<0.01%+4913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29$1.35K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…26$1.21K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC25$1.16K<0.01%new13F-HRTimeline
Parallel Advisors, LLC23$1.07K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.21$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC12$562<0.01%013F-HRTimeline
Sound Income Strategies, LLC3$139<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/8$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.