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

Salem Investment Counselors’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
Q3 		– Sell
-183
Closed -$8.43K – 1212
2024
Q2 		$8.43K Hold
183
– – ﹤0.01% 859
2024
Q1 		$8.8K Buy
183
+171
+1,425% +$7.79K ﹤0.01% 854
2023
Q4 		$561 Buy
+12
New +$492 ﹤0.01% 1051

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Salem Investment Counselors's KOMP Position: Q3 2024 in Review

Salem Investment Counselors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2024, closing a stake of 183 shares — an estimated $8.43K sold.

Salem Investment Counselors first reported a position in KOMP in Q4 2023 and held it in 3 quarters. The position peaked at $8.8K in Q1 2024. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

  • Salem Investment Counselors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 183 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2024, an estimated $8.43K.
  • Salem Investment Counselors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2023 and held it in 3 quarters.
  • Salem Investment Counselors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $8.8K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2024.

Based on Salem Investment Counselors's 13F filing for Q3 2024, filed 15 Oct 2024.