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

Realta Investment 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
2024 Q4	–	Sell	-150	Closed	-$7.52K	–	380
2024 Q3	$7.52K	Sell	150 -502	-77%	-$23.8K	﹤0.01%	306
2024 Q2	$30K	Sell	652 -515	-44%	-$23.8K	0.01%	580
2024 Q1	$56.1K	Buy	+1,167	New	+$53.2K	0.01%	547
2023 Q4	–	Sell	-1,514	Closed	-$67.5K	–	642
2023 Q3	$67.5K	Hold	1,514	–	–	0.02%	505
2023 Q2	$67.5K	Buy	+1,514	New	+$63.6K	0.01%	533
2023 Q1	–	Sell	-2,510	Closed	-$98.9K	–	656
2022 Q4	$98.9K	Buy	2,510 +2	+0.1%	+$81	0.02%	480
2022 Q3	$97K	Buy	+2,508	New	+$109K	0.03%	456

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Realta Investment Advisors's KOMP Position: Q4 2024 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2024, closing a stake of 150 shares — an estimated $7.52K sold.

Realta Investment Advisors first reported a position in KOMP in Q3 2022 and held it in 7 quarters. The position peaked at $98.9K in Q4 2022. 134 funds tracked by Wall St. Rank hold KOMP as of Q4 2024.

Realta Investment Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 150 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2024, an estimated $7.52K.
Realta Investment Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $98.9K in Q4 2022.
134 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.