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

Capital Advantage’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	$204K	Buy	+2,848	New	+$193K	0.02%	149
2021 Q2	–	Sell	-4,723	Closed	-$320K	–	80
2021 Q1	$320K	Buy	4,723 +516	+12%	+$35K	0.09%	85
2020 Q4	$246K	Buy	+4,207	New	+$211K	0.07%	93

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

Capital Advantage's KOMP Position: Q2 2026 in Review

Capital Advantage opened a new position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2026: 2,848 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings. This is a return to the name: Capital Advantage previously reported a position in KOMP as recently as Q1 2021.

Capital Advantage first reported a position in KOMP in Q4 2020 and has held it in 3 quarters since. The position peaked at $320K in Q1 2021. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Capital Advantage held 2,848 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $204K as of Q2 2026.
State Street SPDR S&P Kensho New Economies Composite ETF was a new Capital Advantage position in Q2 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.02% of Capital Advantage's portfolio in Q2 2026, its #149 holding.
Capital Advantage first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2020 and has held it in 3 quarters since.
Capital Advantage's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $320K in Q1 2021.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.