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

Phillips Financial 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 Q2	–	Sell	-69	Closed	-$3.32K	–	273
2024 Q1	$3.32K	Hold	69	–	–	﹤0.01%	253
2023 Q4	$3.22K	Hold	69	–	–	﹤0.01%	240
2023 Q3	$2.73K	Hold	69	–	–	﹤0.01%	236
2023 Q2	$3.08K	Hold	69	–	–	﹤0.01%	232
2023 Q1	$2.95K	Hold	69	–	–	﹤0.01%	234
2022 Q4	$2.72K	Hold	69	–	–	﹤0.01%	223
2022 Q3	$3K	Buy	+69	New	+$3K	﹤0.01%	219

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

Phillips Financial Management's KOMP Position: Q2 2024 in Review

Phillips Financial Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2024, closing a stake of 69 shares — an estimated $3.32K sold.

Phillips Financial Management first reported a position in KOMP in Q3 2022 and held it in 7 quarters. The position peaked at $3.32K in Q1 2024. 134 funds tracked by Wall St. Rank hold KOMP as of Q2 2024.

Phillips Financial Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2024 after selling out during the quarter.
Phillips Financial Management sold 69 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2024, an estimated $3.32K.
Phillips Financial Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2022 and held it in 7 quarters.
Phillips Financial Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.32K in Q1 2024.
134 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2024.

Based on Phillips Financial Management's 13F filing for Q2 2024, filed 8 Aug 2024.