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

Ten Capital Wealth Advisors’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 Q2	–	Sell	-5	Closed	-$214	–	378
2023 Q1	$214	Hold	5	–	–	﹤0.01%	535
2022 Q4	$197	Hold	5	–	–	﹤0.01%	565
2022 Q3	$0	Hold	5	–	–	﹤0.01%	597
2022 Q2	$0	Hold	5	–	–	﹤0.01%	496
2022 Q1	$0	Hold	5	–	–	﹤0.01%	515
2021 Q4	$0	Buy	+5	New	+$313	﹤0.01%	496

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ten Capital Wealth Advisors's KOMP Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2023, closing a stake of 5 shares — an estimated $214 sold.

Ten Capital Wealth Advisors first reported a position in KOMP in Q4 2021 and held it in 6 quarters. The position peaked at $214 in Q1 2023. 114 funds tracked by Wall St. Rank hold KOMP as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 5 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2023, an estimated $214.
Ten Capital Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $214 in Q1 2023.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.