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

Ellevest Inc’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
2023
Q2 		– Sell
-14
Closed -$598 – 1025
2023
Q1 		$598 Buy
+14
New +$596 ﹤0.01% 1652

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MAM
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HWA
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ellevest Inc's KOMP Position: Q2 2023 in Review

Ellevest Inc sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2023, closing a stake of 14 shares — an estimated $598 sold.

Ellevest Inc first reported a position in KOMP in Q1 2023 and held it in 1 quarter. The position peaked at $598 in Q1 2023. 114 funds tracked by Wall St. Rank hold KOMP as of Q2 2023.

  • Ellevest Inc reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 14 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2023, an estimated $598.
  • Ellevest Inc first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $598 in Q1 2023.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.