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

Tucker 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
2024 Q3	–	Sell	-302	Closed	-$13.9K	–	1584
2024 Q2	$13.9K	Hold	302	–	–	﹤0.01%	742
2024 Q1	$14.5K	Hold	302	–	–	﹤0.01%	755
2023 Q4	$14.1K	Sell	302 -42	-12%	-$1.72K	﹤0.01%	623
2023 Q3	$13.6K	Sell	344 -7	-2%	-$305	﹤0.01%	584
2023 Q2	$15.7K	Sell	351 -10	-3%	-$420	﹤0.01%	434
2023 Q1	$15.4K	Sell	361 -7	-2%	-$298	﹤0.01%	471
2022 Q4	$14.5K	Sell	368 -5	-1%	-$203	﹤0.01%	292
2022 Q3	$15.5K	Buy	+373	New	+$16.2K	0.01%	271

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

Tucker Asset Management's KOMP Position: Q3 2024 in Review

Tucker Asset Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2024, closing a stake of 302 shares — an estimated $13.9K sold.

Tucker Asset Management first reported a position in KOMP in Q3 2022 and held it in 8 quarters. The position peaked at $15.7K in Q2 2023. 129 funds tracked by Wall St. Rank hold KOMP as of Q3 2024.

Tucker Asset Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 302 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2024, an estimated $13.9K.
Tucker Asset Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2022 and held it in 8 quarters.
Tucker Asset Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $15.7K in Q2 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 Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.