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

Evoke Wealth’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
2022
Q4 		– Sell
-173
Closed -$7K – 784
2022
Q3 		$7K Buy
+173
New +$7.53K ﹤0.01% 823

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth's KOMP Position: Q4 2022 in Review

Evoke Wealth sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2022, closing a stake of 173 shares — an estimated $7K sold.

Evoke Wealth first reported a position in KOMP in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 120 funds tracked by Wall St. Rank hold KOMP as of Q4 2022.

  • Evoke Wealth reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 173 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2022, an estimated $7K.
  • Evoke Wealth first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $7K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.