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

Strategic Investment Solutions’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
Q4 		– Sell
-648
Closed -$28.8K – 1156
2023
Q3 		$28.8K Buy
+648
New +$28.2K ﹤0.01% 634

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strategic Investment Solutions's KOMP Position: Q4 2023 in Review

Strategic Investment Solutions sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2023, closing a stake of 648 shares — an estimated $28.8K sold.

Strategic Investment Solutions first reported a position in KOMP in Q3 2023 and held it in 1 quarter. The position peaked at $28.8K in Q3 2023. 128 funds tracked by Wall St. Rank hold KOMP as of Q4 2023.

  • Strategic Investment Solutions reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 648 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2023, an estimated $28.8K.
  • Strategic Investment Solutions first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $28.8K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.