M&R Capital Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

M&R Capital Management’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	$3.03K	Hold	61	–	–	﹤0.01%	490
2024 Q2	$2.83K	Hold	61	–	–	﹤0.01%	477
2024 Q1	$2.95K	Hold	61	–	–	﹤0.01%	477
2023 Q4	$2.86K	Hold	61	–	–	﹤0.01%	527
2023 Q3	$2.42K	Hold	61	–	–	﹤0.01%	522
2023 Q2	$2.72K	Hold	61	–	–	﹤0.01%	509
2023 Q1	$2.6K	Hold	61	–	–	﹤0.01%	500
2022 Q4	$2.4K	Buy	+61	New	+$2.48K	﹤0.01%	463

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

M&R Capital Management's KOMP Position: Q3 2024 in Review

M&R Capital Management held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q3 2024 at 61 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

M&R Capital Management first reported a position in KOMP in Q4 2022 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

M&R Capital Management held 61 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $3.03K as of Q3 2024.
M&R Capital Management left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q3 2024.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #490 holding.
M&R Capital Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2022 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.