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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

GYL Financial Synergies's KOMP Position: Q3 2024 in Review

GYL Financial Synergies increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 5.8% in Q3 2024, buying an estimated $37K and bringing the position to 14,278 shares worth $704K. The position accounts for 0.05% of the portfolio, ranked #211.

GYL Financial Synergies first reported a position in KOMP in Q3 2022 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

GYL Financial Synergies held 14,278 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $704K as of Q3 2024.
GYL Financial Synergies bought 780 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2024, an estimated $37K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #211 holding.
GYL Financial Synergies first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2022 and has held it in 9 quarters since.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.