Vault-13

SPDR SER TR KOMP

S&P KENSHO NEW · ETP · CUSIP 78468R648

161 institutional holders +10 vs Q1 2026
34,198,00234.2m shares reported held*
$2.4bnreported value*
22 new 53 added 41 reduced 11 sold out net sold ≈ $70.9m (-989.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($39.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $71.55.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 132Q4 22: 122Q1 23: 119Q2 23: 116Q3 23: 121Q4 23: 129Q1 24: 131Q2 24: 135Q3 24: 130Q4 24: 136Q1 25: 122Q2 25: 125Q3 25: 136Q4 25: 147Q1 26: 151Q2 26: 161161Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022132
Q4 2022122
Q1 2023119
Q2 2023116
Q3 2023121
Q4 2023129
Q1 2024131
Q2 2024135
Q3 2024130
Q4 2024136
Q1 2025122
Q2 2025125
Q3 2025136
Q4 2025147
Q1 2026151
Q2 2026161

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 52 bought or addedQ3 24: 64 cut or sold outQ4 24: 59 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 47 bought or addedQ1 25: 71 cut or sold outQ2 25: 57 bought or addedQ2 25: 54 cut or sold outQ2 25Q3 25: 59 bought or addedQ3 25: 55 cut or sold outQ4 25: 70 bought or addedQ4 25: 57 cut or sold outQ4 25Q1 26: 73 bought or addedQ1 26: 61 cut or sold outQ2 26: 75 bought or addedQ2 26: 52 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245264
Q4 20245957
Q1 20254771
Q2 20255754
Q3 20255955
Q4 20257057
Q1 20267361
Q2 20267552

Biggest buyers

SAVA PENZISKO DRUSHTVO A.D. SKOPJE Added +292,349+292.3k
RAYMOND JAMES FINANCIAL INC Added +24,291+24.3k
Vise Technologies, Inc. New +20,995+21.0k
MIDLAND WEALTH ADVISORS, LLC Added +19,099+19.1k
Cambridge Investment Research Advisors, Inc. Added +17,169+17.2k
Private Advisory Group LLC Added +14,927+14.9k
Betterment LLC Added +14,856+14.9k
Van Hulzen Asset Management, LLC New +13,557+13.6k
JPMORGAN CHASE & CO Added +11,287+11.3k
GOLDMAN SACHS GROUP INC Added +7,755+7.8k

Biggest sellers

Financial Engines Advisors L.L.C. Reduced -1,378,301-1.4m
LPL Financial LLC Reduced -52,350-52.4k
Towerpoint Wealth, LLC Reduced -29,183-29.2k
JANE STREET GROUP, LLC Sold out -12,462-12.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -10,163-10.2k
UBS Group AG Reduced -8,258-8.3k
KINTRA WEALTH, LLC Reduced -7,834-7.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -3,435-3.4k
CITADEL ADVISORS LLC Reduced -3,108-3.1k
Sherman Asset Management, Inc. Reduced -2,785-2.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 3.58% of their portfolio SANTA CLARA, CA 28,216,00428.2m $2.0bn $2.0bn 3.58% Reduced -1.4m -1,378,301
2 Betterment LLC 0.18% of their portfolio NEW YORK, NY 1,500,6751.5m $107.3m $107.3m 0.18% Added +14.9k +14,856
3 MIDLAND WEALTH ADVISORS, LLC 3.82% of their portfolio EFFINGHAM, IL 1,135,5931.1m $81.2m $81.2m 3.82% Added +19.1k +19,099
4 SAVA PENZISKO DRUSHTVO A.D. SKOPJE 9.43% of their portfolio SKOPJE, 1U 458,174458.2k $35.3m $35.3m 9.43% Added +292.3k +292,349
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 255,165255.2k $18.2m $18.2m 0.00% Added +7.7k +7,697
6 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 230,181230.2k $16.5m $16.5m 0.02% Added +2.1k +2,101
7 Mariner, LLC 0.01% of their portfolio Overland Park, KS 149,679149.7k $10.7m $10.7m 0.01% Reduced -2.6k -2,554
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 143,100143.1k $10.2m $10.2m 0.00% Added +602 +602
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 123,309123.3k $8.8m $8.8m 0.00% Added +24.3k +24,291
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 107,235107.2k $7.3m $7.3m 0.01% Reduced -10.2k -10,163
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 99,13299.1k $7.1m $7.1m 0.00% Added +6.3k +6,257
12 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 98,43498.4k $7.0m $7.0m 0.05% Reduced -2.0k -2,032
13 Financial Guidance Group, Inc. 2.63% of their portfolio Palm Harbor, FL 98,43498.4k $7.0m $7.0m 2.63% Reduced -2.0k -2,032
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 81,73081.7k $5.8m $5.8m 0.00% Reduced -52.4k -52,350
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 74,78574.8k $5.3m $5.3m 0.00% Added +7.8k +7,755
16 Private Advisory Group LLC 0.28% of their portfolio REDMOND, WA 71,59771.6k $5.1m $5.1m 0.28% Added +14.9k +14,927
17 MGO ONE SEVEN LLC 0.08% of their portfolio Beachwood, OH 70,23370.2k $5.0m $5.0m 0.08% Added +6 +6
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 62,28062.3k $4.5m $4.5m 0.01% Reduced -1.7k -1,746
19 Towerpoint Wealth, LLC 1.30% of their portfolio SACRAMENTO, CA 52,24852.2k $3.7m $3.7m 1.30% Reduced -29.2k -29,183
20 Financial Enhancement Group LLC 0.44% of their portfolio ANDERSON, IN 51,67151.7k $3.7m $3.7m 0.44% Added +2.1k +2,144
21 Wealthcare Advisory Partners LLC 0.06% of their portfolio WEST CHESTER, PA 46,56646.6k $3.3m $3.3m 0.06% Reduced -921 -921
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 46,41246.4k $3.3m $3.3m 0.00% Reduced -3.1k -3,108
23 KINTRA WEALTH, LLC 0.17% of their portfolio WILLIAMSPORT, PA 45,44345.4k $3.2m $3.2m 0.17% Reduced -7.8k -7,834
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 44,09444.1k $3.2m $3.2m 0.00% Added +7.4k +7,421
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 36,17736.2k $2.6m $2.6m 0.00% Reduced -665 -665
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 35,14635.1k $2.5m $2.5m 0.00% Added +17.2k +17,169
27 Austin Wealth Management, LLC 0.47% of their portfolio Austin, TX 33,78733.8k $2.2m $2.2m 0.47% Added +896 +896
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 33,32533.3k $2.4m $2.4m 0.00% Added +2.0k +2,020
29 Geneos Wealth Management Inc. 0.05% of their portfolio ENGLEWOOD, CO 32,95633.0k $2.4m $2.4m 0.05% Added +508 +508
30 PENOBSCOT WEALTH MANAGEMENT 0.61% of their portfolio PORTLAND, ME 31,86131.9k $2.3m $2.3m 0.61% Added +613 +613
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,79429.8k $2.1m $2.1m 0.00% Added +2.7k +2,708
32 Lunt Capital Management, Inc. 0.77% of their portfolio HOLLADAY, UT 29,43729.4k $2.1m $2.1m 0.77% Reduced -946 -946
33 WealthCare Investment Partners, LLC 0.45% of their portfolio PORTSMOUTH, RI 26,16826.2k $1.9m $1.9m 0.45% Added +1.3k +1,260
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 24,88624.9k $1.8m $1.8m 0.00% Reduced -8.3k -8,258
35 Advantage Trust Co 0.60% of their portfolio SALINA, KS 23,95524.0k $1.7m $1.7m 0.60% Unchanged
36 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 23,65023.6k $1.7m $1.7m 0.01% Reduced -977 -977
37 Strategic Advocates LLC 6.53% of their portfolio SACRAMENTO, CA 23,58523.6k $1.7m $1.7m 6.53% Reduced -263 -263
38 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 22,39322.4k $1.6m $1.6m 0.03% Added +28 +28
39 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 21,93121.9k $1.6m $1.6m 0.00% Added +108 +108
40 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 21,10521.1k $1.5m $1.5m 0.00% Added +3.3k +3,345
41 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 20,99521.0k $1.5m $1.5m 0.02% New
42 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 20,72520.7k $1.2m $1.2m 0.03% Unchanged
43 Comprehensive Money Management Services LLC 0.90% of their portfolio CORAL GABLES, FL 20,04920.0k $1.4m $1.4m 0.90% Reduced -551 -551
44 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 19,92319.9k $1.4m $1.4m 0.02% Reduced -2.0k -2,024
45 Hughes Financial Services, LLC 0.17% of their portfolio HERNDON, VA 18,32918.3k $1.3m $1.3m 0.17% Reduced -2.2k -2,184
46 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,09418.1k $1.3m $1.3m 0.00% Added +5.4k +5,431
47 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 17,10017.1k $1.2m $1.2m 0.01% Added +2.8k +2,769
48 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 14,58514.6k $1.0m $1.0m 0.00% Added +6.2k +6,207
49 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,51914.5k $1.0m $1.0m 0.00% Added +1.1k +1,061
50 FMR LLC 0.00% of their portfolio BOSTON, MA 13,57213.6k $970.4k $970.4k 0.00% Added +2.8k +2,768
51 Van Hulzen Asset Management, LLC 0.07% of their portfolio EL DORADO HILLS, CA 13,55713.6k $969.3k $969.3k 0.07% New
52 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 12,75312.8k $912.0k $912.0k 0.04% Added +7.1k +7,105
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,56712.6k $876.5k $876.5k 0.00% Added +11.3k +11,287
54 Bluespring Wealth Management, LLC 0.02% of their portfolio AUSTIN, TX 11,15911.2k $797.8k $797.8k 0.02% Added +4.9k +4,894
55 Summit Investment Advisory Services, LLC 0.19% of their portfolio ROSEVILLE, MN 10,57010.6k $755.7k $755.7k 0.19% Reduced -621 -621
56 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 10,32510.3k $738.2k $738.2k 0.00% Added +3.7k +3,655
57 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 10,27810.3k $734.9k $734.9k 0.01% Added +26 +26
58 Essex LLC 0.11% of their portfolio DEER PARK, IL 10,12710.1k $724.1k $724.1k 0.11% Reduced -659 -659
59 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,08910.1k $721.3k $721.3k 0.01% Added +744 +744
60 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,7609.8k $697.8k $697.8k 0.00% Added +77 +77
61 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 9,6029.6k $686.6k $686.6k 0.02% Added +14 +14
62 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8,9028.9k $636.5k $636.5k 0.00% Added +4.5k +4,453
63 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,5298.5k $609.8k $609.8k 0.01% Reduced -1 -1
64 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 8,4078.4k $601.1k $601.1k 0.01% Reduced -350 -350
65 Aries Wealth Management 0.11% of their portfolio PORTLAND, ME 8,0108.0k $572.7k $572.7k 0.11% Added +120 +120
66 ENTREWEALTH, LLC 0.20% of their portfolio AUSTIN, TX 7,7737.8k $537.0k $537.0k 0.20% Added +643 +643
67 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 7,7657.8k $555.2k $555.2k 0.00% Added +556 +556
68 RPG Investment Advisory, LLC 0.05% of their portfolio Pleasanton, CA 7,4047.4k $529.4k $529.4k 0.05% Reduced -649 -649
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,9446.9k $496.5k $496.5k 0.00% Reduced -3.4k -3,435
70 Global Financial Private Client, LLC 0.13% of their portfolio Sarasota, FL 6,7656.8k $483.7k $483.7k 0.13% Added +987 +987
71 Opulen Financial Group LLC 0.26% of their portfolio ARLINGTON, VA 5,7185.7k $408.8k $408.8k 0.26% Reduced -298 -298
72 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,7135.7k $408.5k $408.5k 0.00% Reduced -18 -18
73 Talisman Wealth Advisors LLC 0.37% of their portfolio MOUNTAINSIDE, NJ 5,6865.7k $499.7k $499.7k 0.37% New
74 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,5725.6k $398.4k $398.4k 0.00% Reduced -1.6k -1,605
75 Lynx Investment Advisory 0.13% of their portfolio WASHINGTON, DC, DC 5,4765.5k $391.6k $391.6k 0.13% Reduced -74 -74
76 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 5,4495.4k $389.6k $389.6k 0.00% Added +115 +115
77 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 5,1185.1k $365.9k $365.9k 0.01% New
78 Junk Investment Group, LLC 0.15% of their portfolio HUNT VALLEY, MD 4,6304.6k $331.0k $331.0k 0.15% Reduced -182 -182
79 Root Financial Partners, LLC 0.01% of their portfolio ENCINITAS, CA 4,0874.1k $292.2k $292.2k 0.01% Reduced -56 -56
80 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,8943.9k $278.4k $278.4k 0.00% Unchanged
81 Mezzasalma Advisors, LLC 0.05% of their portfolio TINTON FALLS, NJ 3,7763.8k $270.0k $270.0k 0.05% Unchanged
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,3363.3k $238.5k $238.5k 0.00% Added +50 +50
83 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 3,3043.3k $236.2k $236.2k 0.00% New
84 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,2943.3k $235.5k $235.5k 0.00% Added +434 +434
85 Frederick Financial Consultants, LLC 0.10% of their portfolio FREDERICK, MD 3,1793.2k $227.3k $227.3k 0.10% Reduced -374 -374
86 Chicago Partners Investment Group LLC 0.00% of their portfolio CHICAGO, IL 3,1523.2k $209.6k $209.6k 0.00% Unchanged
87 Decker Wealth Management LLC 0.04% of their portfolio NASHVILLE, TN 2,8702.9k $205.2k $205.2k 0.04% New
88 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 2,8662.9k $204.9k $204.9k 0.00% Reduced -717 -717
89 Capital Advantage, Inc. 0.02% of their portfolio Walnut Creek, CA 2,8482.8k $203.6k $203.6k 0.02% New
90 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 2,8422.8k $203.2k $203.2k 0.00% Added +54 +54
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,5652.6k $183.4k $183.4k 0.00% Added +584 +584
92 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,9411.9k $138.8k $138.8k 0.00% Added +1.9k +1,872
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,8391.8k $131.5k $131.5k 0.00% Unchanged
94 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,6691.7k $119.3k $119.3k 0.00% First filing
95 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,6361.6k $117.0k $117.0k 0.00% Unchanged
96 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,5871.6k $113.4k $113.4k 0.01% Added +1.6k +1,563
97 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 1,4631.5k $105.0k $105.0k 0.01% Unchanged
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,4081.4k $100.7k $100.7k 0.00% Unchanged
99 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,3601.4k $97.2k $97.2k 0.00% Added +5 +5
100 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 1,2601.3k $90.1k $90.1k 0.01% New