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

Capital Analysts 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	$35K	Hold	491	–	–	﹤0.01%	1063
2026 Q1	$29K	Hold	491	–	–	﹤0.01%	1043
2025 Q4	$29K	Hold	491	–	–	﹤0.01%	1031
2025 Q3	$31K	Hold	491	–	–	﹤0.01%	973
2025 Q2	$27K	Hold	491	–	–	﹤0.01%	937
2025 Q1	$23K	Hold	491	–	–	﹤0.01%	959
2024 Q4	$25K	Hold	491	–	–	﹤0.01%	887
2024 Q3	$24K	Hold	491	–	–	﹤0.01%	867
2024 Q2	$23K	Hold	491	–	–	﹤0.01%	834
2024 Q1	$24K	Hold	491	–	–	﹤0.01%	792
2023 Q4	$23K	Hold	491	–	–	﹤0.01%	791
2023 Q3	$19K	Buy	+491	New	+$21.4K	﹤0.01%	775
2023 Q1	–	Sell	-300	Closed	-$12K	–	1032
2022 Q4	$12K	Sell	300 -1,350	-82%	-$54.8K	﹤0.01%	830
2022 Q3	$64K	Hold	1,650	–	–	﹤0.01%	520
2022 Q2	$67K	Hold	1,650	–	–	﹤0.01%	504
2022 Q1	$86K	Buy	1,650 +200	+14%	+$10.4K	0.01%	458
2021 Q4	$85K	Buy	1,450 +200	+16%	+$12.5K	0.01%	477
2021 Q3	$76K	Buy	1,250 +200	+19%	+$12.7K	0.01%	507
2021 Q2	$70K	Buy	1,050 +70	+7%	+$4.62K	﹤0.01%	511
2021 Q1	$66K	Buy	980 +854	+678%	+$57.8K	﹤0.01%	540
2020 Q4	$7K	Hold	126	–	–	﹤0.01%	601
2020 Q3	$5K	Buy	+126	New	+$5.2K	﹤0.01%	649

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 Analysts LLC's KOMP Position: Q2 2026 in Review

Capital Analysts LLC held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q2 2026 at 491 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Capital Analysts LLC first reported a position in KOMP in Q3 2020 and has held it in 22 quarters since. The position peaked at $86K in Q1 2022. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Capital Analysts LLC held 491 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $35K as of Q2 2026.
Capital Analysts LLC 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 Analysts LLC's portfolio in Q2 2026, its #1063 holding.
Capital Analysts LLC first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2020 and has held it in 22 quarters since.
Capital Analysts LLC's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $86K in Q1 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 Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.