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

Wealth Quarterback’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 Q3	$15K	Buy	243 +1	+0.4%	+$63	0.01%	398
2021 Q2	$17K	Buy	+242	New	+$16K	0.01%	377

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

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

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

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

Wealth Quarterback's KOMP Position: Q3 2021 in Review

Wealth Quarterback increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 0.41% in Q3 2021, buying an estimated $63 and bringing the position to 243 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #398.

Wealth Quarterback first reported a position in KOMP in Q2 2021 and has held it in 2 quarters since. The position peaked at $17K in Q2 2021. 136 funds tracked by Wall St. Rank hold KOMP as of Q3 2021.

Wealth Quarterback held 243 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $15K as of Q3 2021.
Wealth Quarterback bought 1 State Street SPDR S&P Kensho New Economies Composite ETF share in Q3 2021, an estimated $63.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #398 holding.
Wealth Quarterback first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and has held it in 2 quarters since.
Wealth Quarterback's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $17K in Q2 2021.
136 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.