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 Q3	$2.07M	Sell	31,489 -2,298	-7%	-$156K	0.43%	40
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%	+$100K	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

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Austin Wealth Management's KOMP Position: Q3 2026 in Review

Austin Wealth Management reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 6.8% in Q3 2026, selling an estimated $156K and leaving 31,489 shares worth $2.07M. The position accounts for 0.43% of the portfolio, ranked #40.

Austin Wealth Management first reported a position in KOMP in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.48M in Q4 2025. 97 funds tracked by Wall St. Rank hold KOMP as of Q3 2026.

Austin Wealth Management held 31,489 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $2.07M as of Q3 2026.
Austin Wealth Management sold 2,298 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2026, an estimated $156K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.43% of Austin Wealth Management's portfolio in Q3 2026, its #40 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 13 quarters since.
Austin Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.48M in Q4 2025.
97 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.