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

Apollon 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
2025 Q2	–	Sell	-20,744	Closed	-$964K	–	1302
2025 Q1	$964K	Sell	20,744 -917	-4%	-$46.8K	0.02%	519
2024 Q4	$1.1M	Sell	21,661 -2,455	-10%	-$127K	0.03%	480
2024 Q3	$1.19M	Sell	24,116 -1,537	-6%	-$72.9K	0.03%	427
2024 Q2	$1.18M	Buy	25,653 +1,981	+8%	+$91.7K	0.04%	416
2024 Q1	$1.14M	Buy	23,672 +1,584	+7%	+$72.2K	0.04%	433
2023 Q4	$1.03M	Buy	22,088 +1,693	+8%	+$69.5K	0.04%	443
2023 Q3	$808K	Buy	20,395 +1,013	+5%	+$44.1K	0.04%	417
2023 Q2	$864K	Buy	+19,382	New	+$814K	0.04%	433

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

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

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

CJH

Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Apollon Wealth Management's KOMP Position: Q2 2025 in Review

Apollon Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2025, closing a stake of 20,744 shares — an estimated $964K sold.

Apollon Wealth Management first reported a position in KOMP in Q2 2023 and held it in 8 quarters. The position peaked at $1.19M in Q3 2024. 124 funds tracked by Wall St. Rank hold KOMP as of Q2 2025.

Apollon Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2025 after selling out during the quarter.
Apollon Wealth Management sold 20,744 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2025, an estimated $964K.
Apollon Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2023 and held it in 8 quarters.
Apollon Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.19M in Q3 2024.
124 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.