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

Aries 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	$573K	Buy	8,010 +120	+2%	+$8.14K	0.11%	137
2026 Q1	$461K	Buy	7,890 +3,795	+93%	+$237K	0.1%	156
2025 Q4	$245K	Buy	4,095 +350	+9%	+$21.8K	0.05%	207
2025 Q3	$233K	Hold	3,745	–	–	0.06%	210
2025 Q2	$204K	Buy	+3,745	New	+$183K	0.05%	212

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

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

Aries Wealth Management increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 1.5% in Q2 2026, buying an estimated $8.14K and bringing the position to 8,010 shares worth $573K. The position accounts for 0.11% of the portfolio, ranked #137.

Aries Wealth Management first reported a position in KOMP in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Aries Wealth Management held 8,010 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $573K as of Q2 2026.
Aries Wealth Management bought 120 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $8.14K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.11% of Aries Wealth Management's portfolio in Q2 2026, its #137 holding.
Aries Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2025 and has held it in 5 quarters since.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.