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

Mayflower Financial 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
2023 Q1	–	Sell	-14,673	Closed	-$578K	–	365
2022 Q4	$578K	Sell	14,673 -118	-0.8%	-$4.79K	0.08%	177
2022 Q3	$571K	Sell	14,791 -165	-1%	-$7.18K	0.09%	163
2022 Q2	$606K	Sell	14,956 -501	-3%	-$22.5K	0.09%	161
2022 Q1	$803K	Buy	15,457 +2,784	+22%	+$145K	0.11%	138
2021 Q4	$747K	Buy	12,673 +2,385	+23%	+$149K	0.1%	148
2021 Q3	$659K	Buy	+10,288	New	+$653K	0.09%	155

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mayflower Financial Advisors's KOMP Position: Q1 2023 in Review

Mayflower Financial Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2023, closing a stake of 14,673 shares — an estimated $578K sold.

Mayflower Financial Advisors first reported a position in KOMP in Q3 2021 and held it in 6 quarters. The position peaked at $803K in Q1 2022. 117 funds tracked by Wall St. Rank hold KOMP as of Q1 2023.

Mayflower Financial Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 14,673 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2023, an estimated $578K.
Mayflower Financial Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2021 and held it in 6 quarters.
Mayflower Financial Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $803K in Q1 2022.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2023.

Based on Mayflower Financial Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.