High Net Worth Advisory Group’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-3,469	Closed	-$137K	–	400
2022 Q4	$137K	Sell	3,469 -4,284	-55%	-$174K	0.05%	215
2022 Q3	$299K	Buy	7,753 +1,901	+32%	+$82.7K	0.13%	140
2022 Q2	$237K	Sell	5,852 -2,240	-28%	-$101K	0.1%	167
2022 Q1	$421K	Hold	8,092	–	–	0.15%	122
2021 Q4	$477K	Buy	+8,092	New	+$507K	0.17%	113

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

High Net Worth Advisory Group's KOMP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2023, closing a stake of 3,469 shares — an estimated $137K sold.

High Net Worth Advisory Group first reported a position in KOMP in Q4 2021 and held it in 5 quarters. The position peaked at $477K in Q4 2021. 117 funds tracked by Wall St. Rank hold KOMP as of Q1 2023.

High Net Worth Advisory Group reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 3,469 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2023, an estimated $137K.
High Net Worth Advisory Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $477K in Q4 2021.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.