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Asset Dedication LLC’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Asset Dedication LLC’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
2024
Q4 		– Sell
-217
Closed -$10.7K – 1145
2024
Q3 		$10.7K Buy
+217
New +$10.3K ﹤0.01% 790
2021
Q4 		– Sell
-235
Closed -$15K – 986
2021
Q3 		$15K Buy
+235
New +$14.9K ﹤0.01% 624

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Asset Dedication LLC's KOMP Position: Q4 2024 in Review

Asset Dedication LLC sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2024, closing a stake of 217 shares — an estimated $10.7K sold.

Asset Dedication LLC first reported a position in KOMP in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 134 funds tracked by Wall St. Rank hold KOMP as of Q4 2024.

  • Asset Dedication LLC reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2024 after selling out during the quarter.
  • Asset Dedication LLC sold 217 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2024, an estimated $10.7K.
  • Asset Dedication LLC first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2021 and held it in 2 quarters.
  • Asset Dedication LLC's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $15K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2024.

Based on Asset Dedication LLC's 13F filing for Q4 2024, filed 23 Jan 2025.