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

Capital Advisors Ltd’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	$105K	Hold	1,463	–	–	0.01%	382
2026 Q1	$86K	Buy	1,463 +81	+6%	+$5.06K	0.01%	406
2025 Q4	$83K	Hold	1,382	–	–	0.01%	397
2025 Q3	$86K	Hold	1,382	–	–	0.01%	391
2025 Q2	$75K	Hold	1,382	–	–	0.01%	406
2025 Q1	$64K	Hold	1,382	–	–	0.01%	415
2024 Q4	$70K	Hold	1,382	–	–	0.01%	399
2024 Q3	$68K	Hold	1,382	–	–	0.01%	404
2024 Q2	$64K	Hold	1,382	–	–	0.01%	405
2024 Q1	$66K	Hold	1,382	–	–	0.01%	401
2023 Q4	$65K	Hold	1,382	–	–	0.01%	384
2023 Q3	$55K	Sell	1,382 -70	-5%	-$3.05K	0.01%	396
2023 Q2	$65K	Sell	1,452 -150	-9%	-$6.3K	0.01%	390
2023 Q1	$68K	Sell	1,602 -1,680	-51%	-$71.6K	0.01%	345
2022 Q4	$129K	Buy	3,282 +915	+39%	+$37.1K	0.02%	285
2022 Q3	$91K	Buy	2,367 +70	+3%	+$3.04K	0.02%	320
2022 Q2	$93K	Buy	2,297 +990	+76%	+$44.5K	0.02%	313
2022 Q1	$68K	Buy	1,307 +1,157	+771%	+$60.1K	0.01%	344
2021 Q4	$9K	Buy	+150	New	+$9.4K	﹤0.01%	529

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 Advisors Ltd's KOMP Position: Q2 2026 in Review

Capital Advisors Ltd held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q2 2026 at 1,463 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #382.

Capital Advisors Ltd first reported a position in KOMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $129K in Q4 2022. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Capital Advisors Ltd held 1,463 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $105K as of Q2 2026.
Capital Advisors Ltd left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q2 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #382 holding.
Capital Advisors Ltd 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.
Capital Advisors Ltd's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $129K in Q4 2022.
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 Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.