CBIZ Investment Advisory Services’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

CBIZ Investment Advisory Services’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	$1.59K	Hold	27	–	–	﹤0.01%	360
2025 Q4	$1.63K	Buy	+27	New	+$1.68K	﹤0.01%	672
2024 Q3	–	Sell	-27	Closed	-$1.23K	–	421
2024 Q2	$1.23K	Buy	27 +1	+4%	+$46	﹤0.01%	353
2024 Q1	$1.27K	Buy	+26	New	+$1.18K	﹤0.01%	322

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CBIZ Investment Advisory Services's KOMP Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q1 2026 at 27 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

CBIZ Investment Advisory Services first reported a position in KOMP in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.63K in Q4 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

CBIZ Investment Advisory Services held 27 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1.59K as of Q1 2026.
CBIZ Investment Advisory Services left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q1 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #360 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2024 and has held it in 4 quarters since.
CBIZ Investment Advisory Services's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.63K in Q4 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 CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.