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

Reilly 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
2021
Q4 		$25K Hold
430
– – ﹤0.01% 528
2021
Q3 		$26K Hold
430
– – ﹤0.01% 483
2021
Q2 		$29K Hold
430
– – ﹤0.01% 469
2021
Q1 		$29K Buy
430
+300
+231% +$20.3K ﹤0.01% 461
2020
Q4 		$7K Buy
+130
New +$6.51K ﹤0.01% 673

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reilly Financial Advisors's KOMP Position: Q4 2021 in Review

Reilly Financial Advisors held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q4 2021 at 430 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Reilly Financial Advisors first reported a position in KOMP in Q4 2020 and has held it in 5 quarters since. The position peaked at $29K in Q2 2021. 166 funds tracked by Wall St. Rank hold KOMP as of Q4 2021.

  • Reilly Financial Advisors held 430 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $25K as of Q4 2021.
  • Reilly Financial Advisors left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q4 2021.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #528 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2020 and has held it in 5 quarters since.
  • Reilly Financial Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $29K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.