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

Rise 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
2023 Q3	–	Hold	0	–	–	–	669
2023 Q2	–	Hold	0	–	–	–	677
2023 Q1	–	Hold	0	–	–	–	809
2022 Q4	–	Sell	-904	Closed	-$36.7K	–	767
2022 Q3	$35K	Buy	+904	New	+$39.3K	0.03%	190

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rise Advisors's KOMP Position: Q3 2023 in Review

Rise Advisors held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q3 2023 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Rise Advisors first reported a position in KOMP in Q3 2022 and has held it in 1 quarter since. The position peaked at $35K in Q3 2022. 119 funds tracked by Wall St. Rank hold KOMP as of Q3 2023.

Rise Advisors held 0 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $3 as of Q3 2023.
Rise Advisors left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q3 2023.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Rise Advisors's portfolio in Q3 2023, its #669 holding.
Rise Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2022 and has held it in 1 quarter since.
Rise Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $35K in Q3 2022.
119 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.