Carson Wealth (CWM LLC)
KOMP icon

Carson Wealth (CWM LLC)’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Carson Wealth (CWM 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
Q1 		$3.66M Buy
62,534
+1,338
+2% +$83.6K 0.01% 936
2025
Q4 		$3.65M Sell
61,196
-1,387
-2% -$86.2K 0.01% 906
2025
Q3 		$3.9M Buy
62,583
+1,619
+3% +$93.6K 0.01% 817
2025
Q2 		$3.31M Buy
60,964
+124
+0.2% +$6.06K 0.01% 733
2025
Q1 		$2.83M Sell
60,840
-992
-2% -$50.7K 0.01% 716
2024
Q4 		$3.14M Buy
61,832
+57,421
+1,302% +$2.96M 0.01% 606
2024
Q3 		$218K Sell
4,411
-155
-3% -$7.35K ﹤0.01% 1712
2024
Q2 		$210K Sell
4,566
-342
-7% -$15.8K ﹤0.01% 1563
2024
Q1 		$236K Sell
4,908
-27,975
-85% -$1.27M ﹤0.01% 1437
2023
Q4 		$1.54M Buy
32,883
+4,494
+16% +$184K 0.01% 642
2023
Q3 		$1.12M Buy
28,389
+27,887
+5,555% +$1.22M 0.01% 696
2023
Q2 		$22K Buy
502
+122
+32% +$5.12K ﹤0.01% 2579
2023
Q1 		$16K Buy
380
+1
+0.3% +$43 ﹤0.01% 2653
2022
Q4 		$15K Buy
379
+1
+0.3% +$41 ﹤0.01% 2562
2022
Q3 		$15K Buy
378
+2
+0.5% +$87 ﹤0.01% 2424
2022
Q2 		$15K Sell
376
-27
-7% -$1.22K ﹤0.01% 2316
2022
Q1 		$21K Buy
403
+1
+0.2% +$52 ﹤0.01% 2053
2021
Q4 		$24K Buy
+402
New +$25.2K ﹤0.01% 1890
2021
Q2 		$33K Hold
492
– – ﹤0.01% 1572
2021
Q1 		$33K Hold
492
– – ﹤0.01% 1572
2020
Q4 		$33K Hold
492
– – ﹤0.01% 1572
2020
Q3 		$33K Hold
492
– – ﹤0.01% 1572
2020
Q2 		$33K Hold
492
– – ﹤0.01% 1572
2020
Q1 		$33K Hold
492
– – ﹤0.01% 1572
2019
Q4 		$33K Hold
492
– – ﹤0.01% 1572
2019
Q3 		$33K Hold
492
– – ﹤0.01% 1572
2019
Q2 		$33K Hold
492
– – ﹤0.01% 1572
2019
Q1 		$33K Buy
+492
New +$14.9K ﹤0.01% 1572

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KOMP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 2.2% in Q1 2026, buying an estimated $83.6K and bringing the position to 62,534 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #936.

Carson Wealth (CWM LLC) first reported a position in KOMP in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.9M in Q3 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62,534 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $3.66M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,338 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $83.6K.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #936 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.9M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.