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Coppell Advisory Solutions’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-700
Closed -$35.8K – 1165
2024
Q4 		$35.8K Buy
+700
New +$36.1K 0.01% 690
2024
Q3 		– Sell
-115
Closed -$5.3K – 1922
2024
Q2 		$5.3K Buy
+115
New +$5.32K ﹤0.01% 1186

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Coppell Advisory Solutions's KOMP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 700 shares — an estimated $35.8K sold.

Coppell Advisory Solutions first reported a position in KOMP in Q2 2024 and held it in 2 quarters. The position peaked at $35.8K in Q4 2024. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 700 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $35.8K.
  • Coppell Advisory Solutions first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $35.8K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.