Atria Wealth Solutions’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Atria Wealth Solutions’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
2023 Q4	–	Sell	-29,013	Closed	-$1.15M	–	1986
2023 Q3	$1.15M	Sell	29,013 -428	-1%	-$18.6K	0.02%	755
2023 Q2	$1.31M	Buy	29,441 +6,895	+31%	+$289K	0.02%	727
2023 Q1	$963K	Buy	22,546 +5,385	+31%	+$229K	0.01%	810
2022 Q4	$676K	Buy	17,161 +112	+0.7%	+$4.54K	0.01%	941
2022 Q3	$658K	Sell	17,049 -483	-3%	-$21K	0.01%	890
2022 Q2	$711K	Buy	17,532 +1,445	+9%	+$65K	0.01%	841
2022 Q1	$836K	Buy	+16,087	New	+$835K	0.01%	805

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

MAM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atria Wealth Solutions's KOMP Position: Q4 2023 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2023, closing a stake of 29,013 shares — an estimated $1.15M sold.

Atria Wealth Solutions first reported a position in KOMP in Q1 2022 and held it in 7 quarters. The position peaked at $1.31M in Q2 2023. 128 funds tracked by Wall St. Rank hold KOMP as of Q4 2023.

Atria Wealth Solutions reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 29,013 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2023, an estimated $1.15M.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.31M in Q2 2023.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.