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

Forum Financial Management’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
Q2 		– Sell
-73,966
Closed -$3.56M – 750
2024
Q1 		$3.56M Buy
+73,966
New +$3.37M 0.06% 71

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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forum Financial Management's KOMP Position: Q2 2024 in Review

Forum Financial Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2024, closing a stake of 73,966 shares — an estimated $3.56M sold.

Forum Financial Management first reported a position in KOMP in Q1 2024 and held it in 1 quarter. The position peaked at $3.56M in Q1 2024. 134 funds tracked by Wall St. Rank hold KOMP as of Q2 2024.

  • Forum Financial Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 73,966 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2024, an estimated $3.56M.
  • Forum Financial Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.56M in Q1 2024.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.