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

Mark Sheptoff 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
2022
Q1 		– Sell
-300
Closed -$18K – 461
2021
Q4 		$18K Buy
+300
New +$18.8K 0.01% 263

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 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
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mark Sheptoff Financial Planning's KOMP Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 300 shares — an estimated $18K sold.

Mark Sheptoff Financial Planning first reported a position in KOMP in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $18K.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $18K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.