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

Austin 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	$2.22M	Buy	33,787 +896	+3%	+$60.8K	0.47%	38
2026 Q1	$1.97M	Sell	32,891 -5,904	-15%	-$369K	0.45%	39
2025 Q4	$2.48M	Buy	38,795 +2,027	+6%	+$126K	0.37%	48
2025 Q3	$2.31M	Sell	36,768 -945	-3%	-$54.6K	0.36%	48
2025 Q2	$2.1M	Sell	37,713 -1,476	-4%	-$72.1K	0.37%	46
2025 Q1	$1.81M	Buy	39,189 +1,954	+5%	+$99.8K	0.36%	46
2024 Q4	$1.95M	Buy	37,235 +2,406	+7%	+$124K	0.41%	42
2024 Q3	$1.69M	Buy	34,829 +83	+0.2%	+$3.94K	0.37%	44
2024 Q2	$1.66M	Sell	34,746 -877	-2%	-$40.6K	0.39%	45
2024 Q1	$1.7M	Buy	35,623 +1,676	+5%	+$76.4K	0.42%	41
2023 Q4	$1.57M	Sell	33,947 -4,242	-11%	-$174K	0.42%	42
2023 Q3	$1.58M	Buy	+38,189	New	+$1.66M	0.49%	42

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

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

Austin Wealth Management increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 2.7% in Q2 2026, buying an estimated $60.8K and bringing the position to 33,787 shares worth $2.22M. The position accounts for 0.47% of the portfolio, ranked #38.

Austin Wealth Management first reported a position in KOMP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.48M in Q4 2025. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Austin Wealth Management held 33,787 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $2.22M as of Q2 2026.
Austin Wealth Management bought 896 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $60.8K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.47% of Austin Wealth Management's portfolio in Q2 2026, its #38 holding.
Austin Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.48M in Q4 2025.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.