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

Raleigh Capital 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
2023 Q1	–	Sell	-446	Closed	-$17.6K	–	872
2022 Q4	$17.6K	Buy	+446	New	+$18.1K	0.01%	340
2022 Q2	–	Sell	-193	Closed	-$10K	–	634
2022 Q1	$10K	Buy	+193	New	+$10K	0.01%	379

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raleigh Capital Management's KOMP Position: Q1 2023 in Review

Raleigh Capital Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2023, closing a stake of 446 shares — an estimated $17.6K sold.

Raleigh Capital Management first reported a position in KOMP in Q1 2022 and held it in 2 quarters. The position peaked at $17.6K in Q4 2022. 117 funds tracked by Wall St. Rank hold KOMP as of Q1 2023.

Raleigh Capital Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2023 after selling out during the quarter.
Raleigh Capital Management sold 446 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2023, an estimated $17.6K.
Raleigh Capital Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and held it in 2 quarters.
Raleigh Capital Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $17.6K in Q4 2022.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2023.

Based on Raleigh Capital Management's 13F filing for Q1 2023, filed 22 May 2023.