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

Toth Financial Advisory’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
2020 Q2	–	Sell	-101	Closed	-$3K	–	571
2020 Q1	$3K	Buy	101 +41	+68%	+$1.42K	﹤0.01%	362
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	427
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	411
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	418
2019 Q1	$2K	Buy	+60	New	+$1.81K	﹤0.01%	391

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Toth Financial Advisory's KOMP Position: Q2 2020 in Review

Toth Financial Advisory sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2020, closing a stake of 101 shares — an estimated $3K sold.

Toth Financial Advisory first reported a position in KOMP in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2020. 47 funds tracked by Wall St. Rank hold KOMP as of Q2 2020.

Toth Financial Advisory reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2020 after selling out during the quarter.
Toth Financial Advisory sold 101 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2020, an estimated $3K.
Toth Financial Advisory first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2019 and held it in 5 quarters.
Toth Financial Advisory's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3K in Q1 2020.
47 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2020.

Based on Toth Financial Advisory's 13F filing for Q2 2020, filed 14 Jul 2020.