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

Plotkin 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
2022 Q1	–	Sell	-32,516	Closed	-$1.92M	–	86
2021 Q4	$1.92M	Sell	32,516 -31,615	-49%	-$1.98M	1.21%	23
2021 Q3	$3.91M	Sell	64,131 -945	-1%	-$60K	2.32%	16
2021 Q2	$4.35M	Buy	65,076 +14,758	+29%	+$973K	2.41%	16
2021 Q1	$3.41M	Buy	50,318 +5,263	+12%	+$356K	2.08%	18
2020 Q4	$2.6M	Buy	45,055 +18,206	+68%	+$912K	1.72%	18
2020 Q3	$1.15M	Buy	26,849 +1,790	+7%	+$73.9K	1.27%	22
2020 Q2	$933K	Buy	25,059 +13,579	+118%	+$454K	0.79%	26
2020 Q1	$327K	Buy	11,480 +1,727	+18%	+$59.8K	0.4%	39
2019 Q4	$352K	Buy	+9,753	New	+$335K	0.33%	45

Other funds holding KOMP

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 New York $52.8B AUM 15.34% 1-Year Est. Return

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

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

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

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

Plotkin Financial Advisors's KOMP Position: Q1 2022 in Review

Plotkin Financial Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 32,516 shares — an estimated $1.92M sold.

Plotkin Financial Advisors first reported a position in KOMP in Q4 2019 and held it in 9 quarters. The position peaked at $4.35M in Q2 2021. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

Plotkin Financial Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 32,516 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $1.92M.
Plotkin Financial Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2019 and held it in 9 quarters.
Plotkin Financial Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $4.35M in Q2 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 Plotkin Financial Advisors's 13F filing for Q1 2022, filed 15 Nov 2024.