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

WCG Wealth 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 Q4	–	Sell	-19,899	Closed	-$788K	–	309
2023 Q3	$788K	Hold	19,899	–	–	0.06%	220
2023 Q2	$887K	Hold	19,899	–	–	0.1%	118
2023 Q1	$850K	Hold	19,899	–	–	0.11%	119
2022 Q4	$784K	Hold	19,899	–	–	0.11%	120
2022 Q3	$768K	Hold	19,899	–	–	0.1%	148
2022 Q2	$807K	Buy	+19,899	New	+$895K	0.11%	137

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WCG Wealth Advisors's KOMP Position: Q4 2023 in Review

WCG Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2023, closing a stake of 19,899 shares — an estimated $788K sold.

WCG Wealth Advisors first reported a position in KOMP in Q2 2022 and held it in 6 quarters. The position peaked at $887K in Q2 2023. 128 funds tracked by Wall St. Rank hold KOMP as of Q4 2023.

WCG Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2023 after selling out during the quarter.
WCG Wealth Advisors sold 19,899 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2023, an estimated $788K.
WCG Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2022 and held it in 6 quarters.
WCG Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $887K in Q2 2023.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2023.

Based on WCG Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.