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

Baldwin Wealth Partners’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 Q3	–	Sell	-37	Closed	-$1.65K	–	766
2023 Q2	$1.65K	Hold	37	–	–	﹤0.01%	706
2023 Q1	$1.58K	Hold	37	–	–	﹤0.01%	737
2022 Q4	$1.46K	Buy	+37	New	+$1.5K	﹤0.01%	725

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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

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

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

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

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

Baldwin Wealth Partners's KOMP Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2023, closing a stake of 37 shares — an estimated $1.65K sold.

Baldwin Wealth Partners first reported a position in KOMP in Q4 2022 and held it in 3 quarters. The position peaked at $1.65K in Q2 2023. 119 funds tracked by Wall St. Rank hold KOMP as of Q3 2023.

Baldwin Wealth Partners reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 37 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2023, an estimated $1.65K.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2022 and held it in 3 quarters.
Baldwin Wealth Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.65K in Q2 2023.
119 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2023.

Based on Baldwin Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.