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

GYL Financial Synergies’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 		$704K Buy
14,278
+780
+6% +$37K 0.05% 211
2024
Q2 		$622K Buy
13,498
+1,372
+11% +$63.5K 0.05% 219
2024
Q1 		$583K Buy
12,126
+1,494
+14% +$68.1K 0.05% 222
2023
Q4 		$497K Buy
10,632
+982
+10% +$40.3K 0.04% 240
2023
Q3 		$382K Buy
9,650
+721
+8% +$31.4K 0.04% 258
2023
Q2 		$398K Buy
8,929
+903
+11% +$37.9K 0.04% 258
2023
Q1 		$343K Buy
8,026
+1,183
+17% +$50.4K 0.04% 227
2022
Q4 		$270K Sell
6,843
-1,934
-22% -$78.5K 0.06% 182
2022
Q3 		$339K Buy
+8,777
New +$382K 0.09% 141

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
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 $528B 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 $288M 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
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return