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

PRW Wealth 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
2022
Q3 		– Sell
-68,712
Closed -$2.79M – 103
2022
Q2 		$2.79M Buy
+68,712
New +$3.09M 1.64% 13

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PRW Wealth Management's KOMP Position: Q3 2022 in Review

PRW Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2022, closing a stake of 68,712 shares — an estimated $2.79M sold.

PRW Wealth Management first reported a position in KOMP in Q2 2022 and held it in 1 quarter. The position peaked at $2.79M in Q2 2022. 130 funds tracked by Wall St. Rank hold KOMP as of Q3 2022.

  • PRW Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2022 after selling out during the quarter.
  • PRW Wealth Management sold 68,712 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2022, an estimated $2.79M.
  • PRW Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2022 and held it in 1 quarter.
  • PRW Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.79M in Q2 2022.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2022.

Based on PRW Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.