Betterment LLC’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Betterment LLC’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	$107M	Buy	1,500,675 +14,856	+1%	+$1.01M	0.18%	46
2026 Q1	$86.9M	Sell	1,485,819 -10,059	-0.7%	-$629K	0.16%	48
2025 Q4	$89.3M	Sell	1,495,878 -10,766	-0.7%	-$669K	0.17%	47
2025 Q3	$93.8M	Sell	1,506,644 -11,353	-0.7%	-$656K	0.19%	44
2025 Q2	$82.5M	Sell	1,517,997 -255,397	-14%	-$12.5M	0.18%	45
2025 Q1	$82.4M	Sell	1,773,394 -53,056	-3%	-$2.71M	0.2%	45
2024 Q4	$92.8M	Buy	1,826,450 +154,381	+9%	+$7.97M	0.22%	43
2024 Q3	$82.5M	Buy	1,672,069 +88,976	+6%	+$4.22M	0.2%	44
2024 Q2	$72.9M	Buy	1,583,093 +128,778	+9%	+$5.96M	0.19%	43
2024 Q1	$69.9M	Buy	1,454,315 +184,217	+15%	+$8.39M	0.19%	40
2023 Q4	$59.3M	Sell	1,270,098 -60,152	-5%	-$2.47M	0.17%	37
2023 Q3	$52.7M	Buy	1,330,250 +154,954	+13%	+$6.75M	0.17%	37
2023 Q2	$52.4M	Buy	1,175,296 +126,108	+12%	+$5.29M	0.16%	37
2023 Q1	$44.8M	Buy	1,049,188 +76,670	+8%	+$3.27M	0.15%	37
2022 Q4	$38.3M	Buy	972,518 +209,564	+27%	+$8.5M	0.13%	41
2022 Q3	$30.9M	Hold	762,954	–	–	0.11%	42
2022 Q2	$30.9M	Buy	762,954 +177,395	+30%	+$7.98M	0.11%	42
2022 Q1	$30.4M	Buy	585,559 +354,429	+153%	+$18.4M	0.1%	42
2021 Q4	$13.6M	Buy	+231,130	New	+$14.5M	0.04%	54

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC's KOMP Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 1% in Q2 2026, buying an estimated $1.01M and bringing the position to 1,500,675 shares worth $107M. The position accounts for 0.18% of the portfolio, ranked #46.

Betterment LLC first reported a position in KOMP in Q4 2021 and has held it in 19 quarters since. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Betterment LLC held 1,500,675 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $107M as of Q2 2026.
Betterment LLC bought 14,856 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.18% of Betterment LLC's portfolio in Q2 2026, its #46 holding.
Betterment LLC first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and has held it in 19 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 Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.