Better Money Decisions’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-322	Closed	-$13K	–	258
2022 Q2	$13K	Buy	+322	New	+$14.5K	0.01%	283
2021 Q4	–	Sell	-308	Closed	-$19K	–	340
2021 Q3	$19K	Buy	308 +7	+2%	+$444	0.02%	287
2021 Q2	$20K	Buy	301 +94	+45%	+$6.2K	0.02%	270
2021 Q1	$14K	Buy	+207	New	+$14K	0.01%	277

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Better Money Decisions's KOMP Position: Q3 2022 in Review

Better Money Decisions sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2022, closing a stake of 322 shares — an estimated $13K sold.

Better Money Decisions first reported a position in KOMP in Q1 2021 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 131 funds tracked by Wall St. Rank hold KOMP as of Q3 2022.

Better Money Decisions reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 322 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2022, an estimated $13K.
Better Money Decisions first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $20K in Q2 2021.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.