TIA
KOMP icon

Traphagen Investment Advisors’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Traphagen Investment 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
-11,613
Closed -$496K – 158
2023
Q1 		$496K Sell
11,613
-8,536
-42% -$364K 0.07% 82
2022
Q4 		$794K Buy
+20,149
New +$818K 0.12% 60

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
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Traphagen Investment Advisors's KOMP Position: Q2 2023 in Review

Traphagen Investment Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2023, closing a stake of 11,613 shares — an estimated $496K sold.

Traphagen Investment Advisors first reported a position in KOMP in Q4 2022 and held it in 2 quarters. The position peaked at $794K in Q4 2022. 114 funds tracked by Wall St. Rank hold KOMP as of Q2 2023.

  • Traphagen Investment 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.
  • Traphagen Investment Advisors sold 11,613 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2023, an estimated $496K.
  • Traphagen Investment Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2022 and held it in 2 quarters.
  • Traphagen Investment Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $794K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2023.

Based on Traphagen Investment Advisors's 13F filing for Q2 2023, filed 17 Jun 2024.