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

Avior Wealth Management’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
2025
Q1 		– Sell
-36
Closed -$1.83K – 1607
2024
Q4 		$1.83K Hold
36
– – ﹤0.01% 2130
2024
Q3 		$1.77K Hold
36
– – ﹤0.01% 1992
2024
Q2 		$1.66K Hold
36
– – ﹤0.01% 1967
2024
Q1 		$1.73K Buy
+36
New +$1.64K ﹤0.01% 2300

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Avior Wealth Management's KOMP Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 36 shares — an estimated $1.83K sold.

Avior Wealth Management first reported a position in KOMP in Q1 2024 and held it in 4 quarters. The position peaked at $1.83K in Q4 2024. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 36 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $1.83K.
  • Avior Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.83K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.