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

US Financial 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
2021
Q4 		– Sell
-42,887
Closed -$2.61M – 80
2021
Q3 		$2.61M Buy
42,887
+1,510
+4% +$95.8K 1.29% 20
2021
Q2 		$2.77M Buy
41,377
+2,236
+6% +$147K 1.35% 19
2021
Q1 		$2.65M Buy
+39,141
New +$2.65M 0.74% 33

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 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

US Financial Advisors's KOMP Position: Q4 2021 in Review

US Financial Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2021, closing a stake of 42,887 shares — an estimated $2.61M sold.

US Financial Advisors first reported a position in KOMP in Q1 2021 and held it in 3 quarters. The position peaked at $2.77M in Q2 2021. 166 funds tracked by Wall St. Rank hold KOMP as of Q4 2021.

  • US Financial Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2021 after selling out during the quarter.
  • US Financial Advisors sold 42,887 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2021, an estimated $2.61M.
  • US Financial Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 3 quarters.
  • US Financial Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.77M in Q2 2021.
  • 166 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2021.

Based on US Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.