SYM Financial Corp’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

SYM Financial Corp’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	-71	Closed	-$3.27K	–	279
2024 Q2	$3.27K	Buy	+71	New	+$3.29K	﹤0.01%	247
2024 Q1	–	Sell	-71	Closed	-$3.32K	–	178
2023 Q4	$3.32K	Hold	71	–	–	﹤0.01%	174
2023 Q3	$2.81K	Buy	+71	New	+$3.09K	﹤0.01%	179

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

SYM Financial Corp's KOMP Position: Q3 2024 in Review

SYM Financial Corp sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2024, closing a stake of 71 shares — an estimated $3.27K sold.

SYM Financial Corp first reported a position in KOMP in Q3 2023 and held it in 3 quarters. The position peaked at $3.32K in Q4 2023. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

SYM Financial Corp reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2024 after selling out during the quarter.
SYM Financial Corp sold 71 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2024, an estimated $3.27K.
SYM Financial Corp first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2023 and held it in 3 quarters.
SYM Financial Corp's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.32K in Q4 2023.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2024.

Based on SYM Financial Corp's 13F filing for Q3 2024, filed 14 Nov 2024.