Bank of Montreal’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Bank of Montreal’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 Q1	$95.7K	Hold	1,636	–	–	﹤0.01%	3143
2025 Q4	$97.7K	Hold	1,636	–	–	﹤0.01%	3057
2025 Q3	$102K	Hold	1,636	–	–	﹤0.01%	2964
2025 Q2	$89K	Hold	1,636	–	–	﹤0.01%	3014
2025 Q1	$76.1K	Hold	1,636	–	–	﹤0.01%	2976
2024 Q4	$83.2K	Hold	1,636	–	–	﹤0.01%	2993
2024 Q3	$80.8K	Hold	1,636	–	–	﹤0.01%	3306
2024 Q2	$76.1K	Hold	1,636	–	–	﹤0.01%	3322
2024 Q1	$78.4K	Hold	1,636	–	–	﹤0.01%	3344
2023 Q4	$77.9K	Buy	1,636 +236	+17%	+$9.69K	﹤0.01%	3443
2023 Q3	$60.6K	Hold	1,400	–	–	﹤0.01%	3393
2023 Q2	$62.6K	Hold	1,400	–	–	﹤0.01%	3552
2023 Q1	$59.8K	Hold	1,400	–	–	﹤0.01%	3338
2022 Q4	$55.2K	Hold	1,400	–	–	﹤0.01%	3517
2022 Q3	$60	Hold	1,400	–	–	﹤0.01%	3584
2022 Q2	$59	Hold	1,400	–	–	﹤0.01%	3588
2022 Q1	$75K	Hold	1,400	–	–	﹤0.01%	3712
2021 Q4	$84K	Hold	1,400	–	–	﹤0.01%	3157
2021 Q3	$88K	Hold	1,400	–	–	﹤0.01%	3477
2021 Q2	$95K	Buy	+1,400	New	+$92.3K	﹤0.01%	3337

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

MWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

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 $445B AUM 25.58% 1-Year Est. Return

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

Bank of Montreal's KOMP Position: Q1 2026 in Review

Bank of Montreal held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q1 2026 at 1,636 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Bank of Montreal first reported a position in KOMP in Q2 2021 and has held it in 20 quarters since. The position peaked at $102K in Q3 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

Bank of Montreal held 1,636 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $95.7K as of Q1 2026.
Bank of Montreal left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q1 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3143 holding.
Bank of Montreal first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and has held it in 20 quarters since.
Bank of Montreal's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $102K in Q3 2025.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.