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

Westover Capital 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
2022 Q1	–	Sell	-5,298	Closed	-$312K	–	184
2021 Q4	$312K	Sell	5,298 -112	-2%	-$7.02K	0.09%	142
2021 Q3	$329K	Buy	5,410 +985	+22%	+$62.5K	0.1%	129
2021 Q2	$296K	Buy	4,425 +1,227	+38%	+$80.9K	0.1%	142
2021 Q1	$217K	Buy	+3,198	New	+$217K	0.07%	160

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

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

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

RJFSA

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

Westover Capital Advisors's KOMP Position: Q1 2022 in Review

Westover Capital Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 5,298 shares — an estimated $312K sold.

Westover Capital Advisors first reported a position in KOMP in Q1 2021 and held it in 4 quarters. The position peaked at $329K in Q3 2021. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

Westover Capital Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
Westover Capital Advisors sold 5,298 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $312K.
Westover Capital Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 4 quarters.
Westover Capital Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $329K in Q3 2021.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2022.

Based on Westover Capital Advisors's 13F filing for Q1 2022, filed 13 May 2022.