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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$887K Buy
20,763
+1,884
+10% +$80.3K 0.83% 50
2022
Q4
$744K Buy
+18,879
New +$766K 0.7% 53

Other funds holding KOMP

Catalyst Wealth Management's KOMP Position: Q1 2023 in Review

Catalyst Wealth Management increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 10% in Q1 2023, buying an estimated $80.3K and bringing the position to 20,763 shares worth $887K. The position accounts for 0.83% of the portfolio, ranked #50.

Catalyst Wealth Management first reported a position in KOMP in Q4 2022 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold KOMP as of Q1 2023.

  • Catalyst Wealth Management held 20,763 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $887K as of Q1 2023.
  • Catalyst Wealth Management bought 1,884 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2023, an estimated $80.3K.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up 0.83% of Catalyst Wealth Management's portfolio in Q1 2023, its #50 holding.
  • Catalyst Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2022 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.