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

SVB 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
2022
Q1 		– Sell
-5,360
Closed -$316K – 822
2021
Q4 		$316K Buy
5,360
+170
+3% +$10.6K 0.01% 560
2021
Q3 		$316K Sell
5,190
-750
-13% -$47.6K ﹤0.01% 768
2021
Q2 		$397K Buy
+5,940
New +$392K 0.01% 652

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SVB Wealth's KOMP Position: Q1 2022 in Review

SVB Wealth sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 5,360 shares — an estimated $316K sold.

SVB Wealth first reported a position in KOMP in Q2 2021 and held it in 3 quarters. The position peaked at $397K in Q2 2021. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

  • SVB Wealth reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
  • SVB Wealth sold 5,360 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $316K.
  • SVB Wealth first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and held it in 3 quarters.
  • SVB Wealth's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $397K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.