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Impact Partnership Wealth’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-63
Closed -$2.5K – 984
2023
Q3 		$2.5K Buy
+63
New +$2.75K ﹤0.01% 793

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Impact Partnership Wealth's KOMP Position: Q4 2023 in Review

Impact Partnership Wealth sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2023, closing a stake of 63 shares — an estimated $2.5K sold.

Impact Partnership Wealth first reported a position in KOMP in Q3 2023 and held it in 1 quarter. The position peaked at $2.5K in Q3 2023. 128 funds tracked by Wall St. Rank hold KOMP as of Q4 2023.

  • Impact Partnership Wealth reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 63 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2023, an estimated $2.5K.
  • Impact Partnership Wealth first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.5K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.