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

Next Financial Group’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
2021
Q4 		$1K Hold
15
– – ﹤0.01% 2748
2021
Q3 		$1K Hold
15
– – ﹤0.01% 2635
2021
Q2 		$1K Hold
15
– – ﹤0.01% 2532
2021
Q1 		$1K Buy
+15
New +$1.02K ﹤0.01% 2426

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 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

Next Financial Group's KOMP Position: Q4 2021 in Review

Next Financial Group held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q4 2021 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Next Financial Group first reported a position in KOMP in Q1 2021 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold KOMP as of Q4 2021.

  • Next Financial Group held 15 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1K as of Q4 2021.
  • Next Financial Group left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q4 2021.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2748 holding.
  • Next Financial Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.