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

Independent Financial 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
2022
Q3 		– Sell
-18,562
Closed -$753K – 768
2022
Q2 		$753K Sell
18,562
-913
-5% -$41.1K 0.08% 287
2022
Q1 		$1.01M Sell
19,475
-3,101
-14% -$161K 0.08% 250
2021
Q4 		$1.33M Buy
+22,576
New +$1.41M 0.11% 187

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independent Financial Group's KOMP Position: Q3 2022 in Review

Independent Financial Group sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2022, closing a stake of 18,562 shares — an estimated $753K sold.

Independent Financial Group first reported a position in KOMP in Q4 2021 and held it in 3 quarters. The position peaked at $1.33M in Q4 2021. 131 funds tracked by Wall St. Rank hold KOMP as of Q3 2022.

  • Independent Financial Group reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2022 after selling out during the quarter.
  • Independent Financial Group sold 18,562 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2022, an estimated $753K.
  • Independent Financial Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and held it in 3 quarters.
  • Independent Financial Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.33M in Q4 2021.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2022.

Based on Independent Financial Group's 13F filing for Q3 2022, filed 15 Jun 2026.