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Synergy Asset Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-57
Closed -$2.81K – 498
2024
Q4 		$2.81K Buy
+57
New +$2.94K ﹤0.01% 646

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Synergy Asset Management's KOMP Position: Q1 2025 in Review

Synergy Asset Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 57 shares — an estimated $2.81K sold.

Synergy Asset Management first reported a position in KOMP in Q4 2024 and held it in 1 quarter. The position peaked at $2.81K in Q4 2024. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

  • Synergy Asset Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 57 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $2.81K.
  • Synergy Asset Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.81K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.