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

AE Wealth Management’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
2026 Q2	$183K	Buy	2,565 +584	+29%	+$39.6K	﹤0.01%	1748
2026 Q1	$116K	Sell	1,981 -10	-0.5%	-$625	﹤0.01%	1756
2025 Q4	$119K	Buy	1,991 +314	+19%	+$19.5K	﹤0.01%	1647
2025 Q3	$104K	Buy	1,677 +133	+9%	+$7.69K	﹤0.01%	1561
2025 Q2	$84K	Sell	1,544 -762	-33%	-$37.2K	﹤0.01%	1523
2025 Q1	$107K	Buy	2,306 +916	+66%	+$46.8K	﹤0.01%	1423
2024 Q4	$70.7K	Buy	+1,390	New	+$71.8K	﹤0.01%	1498
2023 Q3	–	Sell	-4,717	Closed	-$210K	–	2019
2023 Q2	$210K	Buy	+4,717	New	+$198K	﹤0.01%	1726

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AE Wealth Management's KOMP Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 29% in Q2 2026, buying an estimated $39.6K and bringing the position to 2,565 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

AE Wealth Management first reported a position in KOMP in Q2 2023 and has held it in 8 quarters since. The position peaked at $210K in Q2 2023. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

AE Wealth Management held 2,565 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $183K as of Q2 2026.
AE Wealth Management bought 584 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $39.6K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1748 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2023 and has held it in 8 quarters since.
AE Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $210K in Q2 2023.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.