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B. Riley Wealth Advisors’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

B. Riley Wealth 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
2021
Q4 		– Sell
-3,993
Closed -$244K – 1457
2021
Q3 		$244K Buy
+3,993
New +$253K 0.01% 1150

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 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

B. Riley Wealth Advisors's KOMP Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2021, closing a stake of 3,993 shares — an estimated $244K sold.

B. Riley Wealth Advisors first reported a position in KOMP in Q3 2021 and held it in 1 quarter. The position peaked at $244K in Q3 2021. 166 funds tracked by Wall St. Rank hold KOMP as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,993 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2021, an estimated $244K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $244K in Q3 2021.
  • 166 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.