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

Kingswood Wealth Advisors’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
Q3 		– Sell
-6,179
Closed -$285K – 714
2024
Q2 		$285K Buy
+6,179
New +$286K 0.03% 542

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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Kingswood Wealth Advisors's KOMP Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2024, closing a stake of 6,179 shares — an estimated $285K sold.

Kingswood Wealth Advisors first reported a position in KOMP in Q2 2024 and held it in 1 quarter. The position peaked at $285K in Q2 2024. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,179 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2024, an estimated $285K.
  • Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $285K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.