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

Glenview Trust’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 Q2	–	Sell	-4,060	Closed	-$211K	–	416
2022 Q1	$211K	Hold	4,060	–	–	0.01%	406
2021 Q4	$239K	Hold	4,060	–	–	0.01%	387
2021 Q3	$247K	Hold	4,060	–	–	0.01%	366
2021 Q2	$271K	Hold	4,060	–	–	0.01%	361
2021 Q1	$275K	Hold	4,060	–	–	0.01%	351
2020 Q4	$234K	Buy	+4,060	New	+$203K	0.01%	321

Other funds holding KOMP

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

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

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

Intrua Financial Houston, Texas $969M AUM 19.22% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MAM

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

Glenview Trust's KOMP Position: Q2 2022 in Review

Glenview Trust sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2022, closing a stake of 4,060 shares — an estimated $211K sold.

Glenview Trust first reported a position in KOMP in Q4 2020 and held it in 6 quarters. The position peaked at $275K in Q1 2021. 127 funds tracked by Wall St. Rank hold KOMP as of Q2 2022.

Glenview Trust reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2022 after selling out during the quarter.
Glenview Trust sold 4,060 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2022, an estimated $211K.
Glenview Trust first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2020 and held it in 6 quarters.
Glenview Trust's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $275K in Q1 2021.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2022.

Based on Glenview Trust's 13F filing for Q2 2022, filed 10 Aug 2022.