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

Gradient Investments’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 Q3	–	Sell	-139	Closed	-$6.4K	–	862
2024 Q2	$6.4K	Hold	139	–	–	﹤0.01%	818
2024 Q1	$6.68K	Hold	139	–	–	﹤0.01%	688
2023 Q4	$6.49K	Hold	139	–	–	﹤0.01%	926
2023 Q3	$5.5K	Buy	139 +137	+6,850%	+$5.97K	﹤0.01%	939
2023 Q2	$89	Hold	2	–	–	﹤0.01%	1688
2023 Q1	$85	Buy	+2	New	+$85	﹤0.01%	1448
2022 Q2	–	Sell	-402	Closed	-$21K	–	1306
2022 Q1	$21K	Buy	+402	New	+$20.9K	﹤0.01%	640

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

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

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

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

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Gradient Investments's KOMP Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2024, closing a stake of 139 shares — an estimated $6.4K sold.

Gradient Investments first reported a position in KOMP in Q1 2022 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

Gradient Investments reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 139 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2024, an estimated $6.4K.
Gradient Investments first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and held it in 7 quarters.
Gradient Investments's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $21K in Q1 2022.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.