Betterment LLC’s SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.5M | Sell |
1,517,997
-255,397
| -14% | -$13.9M | 0.18% | 45 |
|
|
2025
Q1 | $82.4M | Sell |
1,773,394
-53,056
| -3% | -$2.47M | 0.2% | 45 |
|
|
2024
Q4 | $92.8M | Buy |
1,826,450
+154,381
| +9% | +$7.85M | 0.22% | 43 |
|
|
2024
Q3 | $82.5M | Buy |
1,672,069
+88,976
| +6% | +$4.39M | 0.2% | 44 |
|
|
2024
Q2 | $72.9M | Buy |
1,583,093
+128,778
| +9% | +$5.93M | 0.19% | 43 |
|
|
2024
Q1 | $69.9M | Buy |
1,454,315
+184,217
| +15% | +$8.86M | 0.19% | 40 |
|
|
2023
Q4 | $59.3M | Sell |
1,270,098
-60,152
| -5% | -$2.81M | 0.17% | 37 |
|
|
2023
Q3 | $52.7M | Buy |
1,330,250
+154,954
| +13% | +$6.14M | 0.17% | 37 |
|
|
2023
Q2 | $52.4M | Buy |
1,175,296
+126,108
| +12% | +$5.62M | 0.16% | 37 |
|
|
2023
Q1 | $44.8M | Buy |
1,049,188
+76,670
| +8% | +$3.27M | 0.15% | 37 |
|
|
2022
Q4 | $38.3M | Buy |
972,518
+209,564
| +27% | +$8.26M | 0.13% | 41 |
|
|
2022
Q3 | $30.9M | Hold |
762,954
| – | – | 0.11% | 42 |
|
|
2022
Q2 | $30.9M | Buy |
762,954
+177,395
| +30% | +$7.19M | 0.11% | 42 |
|
|
2022
Q1 | $30.4M | Buy |
585,559
+354,429
| +153% | +$18.4M | 0.1% | 42 |
|
|
2021
Q4 | $13.6M | Buy |
+231,130
| New | +$13.6M | 0.04% | 54 |
|