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

Baystate 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
2023 Q4	$6.95K	Hold	148	–	–	﹤0.01%	809
2023 Q3	$5.87K	Buy	148 +1	+0.7%	+$44	﹤0.01%	664
2023 Q2	$6.59K	Hold	147	–	–	﹤0.01%	649
2023 Q1	$6.29K	Buy	147 +1	+0.7%	+$43	﹤0.01%	647
2022 Q4	$6K	Hold	146	–	–	﹤0.01%	662
2022 Q3	$6K	Buy	146 +1	+0.7%	+$44	﹤0.01%	620
2022 Q2	$6K	Hold	145	–	–	﹤0.01%	647
2022 Q1	$8K	Buy	145 +1	+0.7%	+$52	﹤0.01%	608
2021 Q4	$9K	Buy	+144	New	+$9.02K	﹤0.01%	590

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

Baystate Wealth Management's KOMP Position: Q4 2023 in Review

Baystate Wealth Management held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q4 2023 at 148 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Baystate Wealth Management first reported a position in KOMP in Q4 2021 and has held it in 9 quarters since. The position peaked at $9K in Q4 2021. 128 funds tracked by Wall St. Rank hold KOMP as of Q4 2023.

Baystate Wealth Management held 148 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $6.95K as of Q4 2023.
Baystate Wealth Management left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q4 2023.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #809 holding.
Baystate Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $9K in Q4 2021.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.