Valley Wealth Managers’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Valley Wealth Managers’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 Q2	–	Sell	-5	Closed	-$240	–	391
2024 Q1	$240	Hold	5	–	–	﹤0.01%	297
2023 Q4	$234	Hold	5	–	–	﹤0.01%	317
2023 Q3	$198	Hold	5	–	–	﹤0.01%	351
2023 Q2	$223	Hold	5	–	–	﹤0.01%	324
2023 Q1	$214	Hold	5	–	–	﹤0.01%	340
2022 Q4	$197	Hold	5	–	–	﹤0.01%	352
2022 Q3	$0	Hold	5	–	–	﹤0.01%	464
2022 Q2	$0	Buy	+5	New	+$225	﹤0.01%	435

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Valley Wealth Managers's KOMP Position: Q2 2024 in Review

Valley Wealth Managers sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2024, closing a stake of 5 shares — an estimated $240 sold.

Valley Wealth Managers first reported a position in KOMP in Q2 2022 and held it in 8 quarters. The position peaked at $240 in Q1 2024. 134 funds tracked by Wall St. Rank hold KOMP as of Q2 2024.

Valley Wealth Managers reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2024 after selling out during the quarter.
Valley Wealth Managers sold 5 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2024, an estimated $240.
Valley Wealth Managers first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2022 and held it in 8 quarters.
Valley Wealth Managers's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $240 in Q1 2024.
134 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2024.

Based on Valley Wealth Managers's 13F filing for Q2 2024, filed 8 Aug 2024.