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Advisor Group’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Advisor Group’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
2019
Q4 		$124K Sell
3,435
-450
-12% -$15.4K ﹤0.01% 2775
2019
Q3 		$129K Buy
+3,885
New +$130K ﹤0.01% 2687

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's KOMP Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 12% in Q4 2019, selling an estimated $15.4K and leaving 3,435 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

Advisor Group first reported a position in KOMP in Q3 2019 and has held it in 2 quarters since. The position peaked at $129K in Q3 2019. 30 funds tracked by Wall St. Rank hold KOMP as of Q4 2019.

  • Advisor Group held 3,435 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $124K as of Q4 2019.
  • Advisor Group sold 450 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2019, an estimated $15.4K.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2775 holding.
  • Advisor Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2019 and has held it in 2 quarters since.
  • Advisor Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $129K in Q3 2019.
  • 30 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.