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

Intrua Financial’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 Q1	–	Sell	-7,034	Closed	-$328K	–	435
2023 Q4	$328K	Sell	7,034 -712	-9%	-$29.2K	0.05%	302
2023 Q3	$307K	Buy	7,746 +1	+0%	+$44	0.05%	268
2023 Q2	$345K	Buy	7,745 +410	+6%	+$17.2K	0.06%	251
2023 Q1	$298K	Sell	7,335 -3,054	-29%	-$130K	0.06%	254
2022 Q4	$434K	Sell	10,389 -356,244	-97%	-$14.5M	0.1%	199
2022 Q3	$14.1M	Buy	366,633 +21,687	+6%	+$943K	3.77%	3
2022 Q2	$14M	Buy	344,946 +17,558	+5%	+$790K	2.98%	4
2022 Q1	$17M	Buy	327,388 +138,554	+73%	+$7.19M	3.05%	4
2021 Q4	$11.1M	Buy	+188,834	New	+$11.8M	1.95%	9

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Intrua Financial's KOMP Position: Q1 2024 in Review

Intrua Financial sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2024, closing a stake of 7,034 shares — an estimated $328K sold.

Intrua Financial first reported a position in KOMP in Q4 2021 and held it in 9 quarters. The position peaked at $17M in Q1 2022. 130 funds tracked by Wall St. Rank hold KOMP as of Q1 2024.

Intrua Financial reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2024 after selling out during the quarter.
Intrua Financial sold 7,034 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2024, an estimated $328K.
Intrua Financial first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and held it in 9 quarters.
Intrua Financial's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $17M in Q1 2022.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2024.

Based on Intrua Financial's 13F filing for Q1 2024, filed 28 May 2025.