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

Glassman Wealth Services’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 Q4	–	Sell	-459	Closed	-$18.2K	–	2033
2023 Q3	$18.2K	Buy	+459	New	+$20K	﹤0.01%	677
2022 Q4	–	Sell	-192	Closed	-$7K	–	1992
2022 Q3	$7K	Buy	+192	New	+$8.35K	﹤0.01%	904

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glassman Wealth Services's KOMP Position: Q4 2023 in Review

Glassman Wealth Services sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2023, closing a stake of 459 shares — an estimated $18.2K sold.

Glassman Wealth Services first reported a position in KOMP in Q3 2022 and held it in 2 quarters. The position peaked at $18.2K in Q3 2023. 128 funds tracked by Wall St. Rank hold KOMP as of Q4 2023.

Glassman Wealth Services reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 459 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2023, an estimated $18.2K.
Glassman Wealth Services first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2022 and held it in 2 quarters.
Glassman Wealth Services's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $18.2K in Q3 2023.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.