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

SteelPeak Wealth’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	-25,571	Closed	-$1.18M	–	564
2024 Q2	$1.18M	Buy	+25,571	New	+$1.18M	0.05%	208
2023 Q3	–	Sell	-23,000	Closed	-$1.03M	–	483
2023 Q2	$1.03M	Buy	+23,000	New	+$966K	0.06%	184
2022 Q4	–	Sell	-14,466	Closed	-$558K	–	453
2022 Q3	$558K	Buy	+14,466	New	+$629K	0.04%	229
2022 Q2	–	Sell	-11,700	Closed	-$608K	–	442
2022 Q1	$608K	Buy	+11,700	New	+$607K	0.03%	252

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

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

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

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

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

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

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

SteelPeak Wealth's KOMP Position: Q3 2024 in Review

SteelPeak Wealth sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2024, closing a stake of 25,571 shares — an estimated $1.18M sold.

SteelPeak Wealth first reported a position in KOMP in Q1 2022 and held it in 4 quarters. The position peaked at $1.18M in Q2 2024. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

SteelPeak Wealth reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2024 after selling out during the quarter.
SteelPeak Wealth sold 25,571 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2024, an estimated $1.18M.
SteelPeak Wealth first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and held it in 4 quarters.
SteelPeak Wealth's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.18M in Q2 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 SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.