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

Keener Financial Planning’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
Q4 		– Sell
-341
Closed -$16K – 181
2024
Q3 		$16K Buy
+341
New +$16.2K 0.01% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Keener Financial Planning's KOMP Position: Q4 2024 in Review

Keener Financial Planning sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2024, closing a stake of 341 shares — an estimated $16K sold.

Keener Financial Planning first reported a position in KOMP in Q3 2024 and held it in 1 quarter. The position peaked at $16K in Q3 2024. 134 funds tracked by Wall St. Rank hold KOMP as of Q4 2024.

  • Keener Financial Planning reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2024 after selling out during the quarter.
  • Keener Financial Planning sold 341 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2024, an estimated $16K.
  • Keener Financial Planning first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2024 and held it in 1 quarter.
  • Keener Financial Planning's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $16K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2024.

Based on Keener Financial Planning's 13F filing for Q4 2024, filed 29 Jan 2025.