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Prio Wealth Limited Partnership’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Prio Wealth Limited Partnership’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
Q1 		– Sell
-4,741
Closed -$221K – 275
2023
Q4 		$221K Buy
+4,741
New +$195K 0.01% 245

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prio Wealth Limited Partnership's KOMP Position: Q1 2024 in Review

Prio Wealth Limited Partnership sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2024, closing a stake of 4,741 shares — an estimated $221K sold.

Prio Wealth Limited Partnership first reported a position in KOMP in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 130 funds tracked by Wall St. Rank hold KOMP as of Q1 2024.

  • Prio Wealth Limited Partnership reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2024 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 4,741 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2024, an estimated $221K.
  • Prio Wealth Limited Partnership first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2023 and held it in 1 quarter.
  • Prio Wealth Limited Partnership's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $221K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2024, filed 14 May 2024.