Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-280	Closed	-$13.1K	–	472
2023 Q4	$13.1K	Buy	+280	New	+$11.5K	﹤0.01%	373

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s KOMP Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2024, closing a stake of 280 shares — an estimated $13.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in KOMP in Q4 2023 and held it in 1 quarter. The position peaked at $13.1K in Q4 2023. 130 funds tracked by Wall St. Rank hold KOMP as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 280 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2024, an estimated $13.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2023 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $13.1K in Q4 2023.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.