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

Horan Securities’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	-8	Closed	-$322	–	786
2022 Q4	$322	Hold	8	–	–	﹤0.01%	743
2022 Q3	$0	Hold	8	–	–	﹤0.01%	697
2022 Q2	$0	Hold	8	–	–	﹤0.01%	715
2022 Q1	$0	Hold	8	–	–	﹤0.01%	532
2021 Q4	$0	Buy	+8	New	+$501	﹤0.01%	531

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

Horan Securities's KOMP Position: Q1 2023 in Review

Horan Securities sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2023, closing a stake of 8 shares — an estimated $322 sold.

Horan Securities first reported a position in KOMP in Q4 2021 and held it in 5 quarters. The position peaked at $322 in Q4 2022. 117 funds tracked by Wall St. Rank hold KOMP as of Q1 2023.

Horan Securities reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2023 after selling out during the quarter.
Horan Securities sold 8 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2023, an estimated $322.
Horan Securities first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and held it in 5 quarters.
Horan Securities's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $322 in Q4 2022.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.