Kistler-Tiffany Companies’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Kistler-Tiffany Companies’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 Q2	–	Sell	-158	Closed	-$6.75K	–	903
2023 Q1	$6.75K	Hold	158	–	–	﹤0.01%	666
2022 Q4	$6.23K	Hold	158	–	–	﹤0.01%	671
2022 Q3	$6K	Hold	158	–	–	﹤0.01%	662
2022 Q2	$6K	Hold	158	–	–	﹤0.01%	641
2022 Q1	$8K	Buy	+158	New	+$8.2K	﹤0.01%	625

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kistler-Tiffany Companies's KOMP Position: Q2 2023 in Review

Kistler-Tiffany Companies sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2023, closing a stake of 158 shares — an estimated $6.75K sold.

Kistler-Tiffany Companies first reported a position in KOMP in Q1 2022 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 114 funds tracked by Wall St. Rank hold KOMP as of Q2 2023.

Kistler-Tiffany Companies reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 158 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2023, an estimated $6.75K.
Kistler-Tiffany Companies first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and held it in 5 quarters.
Kistler-Tiffany Companies's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $8K in Q1 2022.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.