FFP
KOMP icon

Forbes Financial Planning’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Forbes Financial Planning’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
Q1 		– Sell
-14,801
Closed -$875K – 37
2021
Q4 		$875K Buy
+14,801
New +$927K 0.86% 22

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 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
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Forbes Financial Planning's KOMP Position: Q1 2022 in Review

Forbes Financial Planning sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 14,801 shares — an estimated $875K sold.

Forbes Financial Planning first reported a position in KOMP in Q4 2021 and held it in 1 quarter. The position peaked at $875K in Q4 2021. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

  • Forbes Financial Planning reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
  • Forbes Financial Planning sold 14,801 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $875K.
  • Forbes Financial Planning first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and held it in 1 quarter.
  • Forbes Financial Planning's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $875K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2022.

Based on Forbes Financial Planning's 13F filing for Q1 2022, filed 13 May 2022.