1834 Investment Advisors’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

1834 Investment Advisors’s Portfolio KOMP Stock Details KOMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,110	Closed	-$352K	–	197
2022 Q3	$352K	Sell	9,110 -1,413	-13%	-$61.5K	0.05%	151
2022 Q2	$427K	Sell	10,523 -9,664	-48%	-$435K	0.06%	137
2022 Q1	$1.05M	Buy	20,187 +88	+0.4%	+$4.57K	0.13%	107
2021 Q4	$1.19M	Sell	20,099 -20,385	-50%	-$1.28M	0.13%	98
2021 Q3	$2.46M	Buy	40,484 +5,946	+17%	+$377K	0.3%	71
2021 Q2	$2.31M	Buy	+34,538	New	+$2.28M	0.28%	75

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's KOMP Position: Q4 2022 in Review

1834 Investment Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2022, closing a stake of 9,110 shares — an estimated $352K sold.

1834 Investment Advisors first reported a position in KOMP in Q2 2021 and held it in 6 quarters. The position peaked at $2.46M in Q3 2021. 120 funds tracked by Wall St. Rank hold KOMP as of Q4 2022.

1834 Investment Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2022 after selling out during the quarter.
1834 Investment Advisors sold 9,110 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2022, an estimated $352K.
1834 Investment Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and held it in 6 quarters.
1834 Investment Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.46M in Q3 2021.
120 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2022.

Based on 1834 Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.