Cetera Advisors’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Cetera Advisors’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
2024 Q1	$242K	Sell	5,023 -556	-10%	-$25.3K	﹤0.01%	2087
2023 Q4	$261K	Buy	5,579 +1	+0%	+$41	﹤0.01%	1505
2023 Q3	$221K	Hold	5,578	–	–	﹤0.01%	1490
2023 Q2	$249K	Hold	5,578	–	–	﹤0.01%	1397
2023 Q1	$238K	Buy	5,578 +61	+1%	+$2.6K	﹤0.01%	1408
2022 Q4	$217K	Sell	5,517 -1,118	-17%	-$45.4K	﹤0.01%	1402
2022 Q3	$256K	Buy	6,635 +1,604	+32%	+$69.8K	0.01%	1041
2022 Q2	$204K	Buy	5,031 +50	+1%	+$2.25K	﹤0.01%	1231
2022 Q1	$259K	Buy	4,981 +176	+4%	+$9.14K	0.01%	1174
2021 Q4	$283K	Sell	4,805 -53	-1%	-$3.32K	0.01%	1143
2021 Q3	$296K	Buy	4,858 +11	+0.2%	+$698	0.01%	1109
2021 Q2	$324K	Buy	+4,847	New	+$320K	0.01%	1014

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisors's KOMP Position: Q1 2024 in Review

Cetera Advisors reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 10% in Q1 2024, selling an estimated $25.3K and leaving 5,023 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Cetera Advisors first reported a position in KOMP in Q2 2021 and has held it in 12 quarters since. The position peaked at $324K in Q2 2021. 130 funds tracked by Wall St. Rank hold KOMP as of Q1 2024.

Cetera Advisors held 5,023 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $242K as of Q1 2024.
Cetera Advisors sold 556 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2024, an estimated $25.3K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2087 holding.
Cetera Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $324K in Q2 2021.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.