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Berger Financial Group’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Berger Financial Group’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
Q1 		– Sell
-5,604
Closed -$285K – 431
2024
Q4 		$285K Sell
5,604
-548
-9% -$28.3K 0.02% 325
2024
Q3 		$303K Sell
6,152
-1,137
-16% -$53.9K 0.02% 301
2024
Q2 		$336K Sell
7,289
-5,331
-42% -$247K 0.03% 261
2024
Q1 		$607K Buy
+12,620
New +$575K 0.05% 186

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Berger Financial Group's KOMP Position: Q1 2025 in Review

Berger Financial Group sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 5,604 shares — an estimated $285K sold.

Berger Financial Group first reported a position in KOMP in Q1 2024 and held it in 4 quarters. The position peaked at $607K in Q1 2024. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

  • Berger Financial Group reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 5,604 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $285K.
  • Berger Financial Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2024 and held it in 4 quarters.
  • Berger Financial Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $607K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.