Commonwealth Equity Services’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Commonwealth Equity 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 Q2	$4.45M	Sell	62,280 -1,746	-3%	-$118K	0.01%	1501
2026 Q1	$3.74M	Sell	64,026 -5,549	-8%	-$347K	0.01%	1546
2025 Q4	$4.16M	Buy	69,575 +9,282	+15%	+$577K	0.01%	1456
2025 Q3	$3.75M	Sell	60,293 -2,407	-4%	-$139K	﹤0.01%	1549
2025 Q2	$3.41M	Sell	62,700 -48,412	-44%	-$2.36M	﹤0.01%	1596
2025 Q1	$5.17M	Buy	111,112 +49,120	+79%	+$2.51M	0.01%	1266
2024 Q4	$3.15M	Sell	61,992 -1,694	-3%	-$87.5K	﹤0.01%	1541
2024 Q3	$3.14M	Buy	63,686 +1,880	+3%	+$89.1K	﹤0.01%	1548
2024 Q2	$2.85M	Sell	61,806 -26,973	-30%	-$1.25M	﹤0.01%	1560
2024 Q1	$4.27M	Sell	88,779 -148,470	-63%	-$6.76M	0.01%	1275
2023 Q4	$11.1M	Sell	237,249 -40,470	-15%	-$1.66M	0.02%	690
2023 Q3	$11M	Buy	277,719 +11,078	+4%	+$483K	0.02%	637
2023 Q2	$11.9M	Buy	266,641 +10,725	+4%	+$450K	0.02%	607
2023 Q1	$10.9M	Buy	255,916 +11,224	+5%	+$478K	0.02%	626
2022 Q4	$9.64M	Buy	244,692 +21,853	+10%	+$887K	0.02%	640
2022 Q3	$8.6M	Sell	222,839 -235	-0.1%	-$10.2K	0.02%	638
2022 Q2	$9.04M	Sell	223,074 -44,105	-17%	-$1.98M	0.02%	621
2022 Q1	$13.9M	Sell	267,179 -204,547	-43%	-$10.6M	0.03%	483
2021 Q4	$27.8M	Buy	471,726 +1,443	+0.3%	+$90.4K	0.06%	289
2021 Q3	$28.6M	Buy	470,283 +50,135	+12%	+$3.18M	0.07%	268
2021 Q2	$28.1M	Buy	420,148 +31,750	+8%	+$2.09M	0.07%	264
2021 Q1	$26.3M	Buy	388,398 +60,301	+18%	+$4.08M	0.07%	255
2020 Q4	$18.9M	Buy	328,097 +81,358	+33%	+$4.07M	0.06%	310
2020 Q3	$10.6M	Buy	246,739 +172,898	+234%	+$7.14M	0.04%	416
2020 Q2	$2.75M	Buy	73,841 +46,338	+168%	+$1.55M	0.01%	860
2020 Q1	$783K	Buy	27,503 +8,106	+42%	+$281K	﹤0.01%	1400
2019 Q4	$699K	Buy	19,397 +4,746	+32%	+$163K	﹤0.01%	1659
2019 Q3	$485K	Buy	14,651 +4,626	+46%	+$155K	﹤0.01%	1847
2019 Q2	$333K	Buy	+10,025	New	+$322K	﹤0.01%	2120

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

Commonwealth Equity Services's KOMP Position: Q2 2026 in Review

Commonwealth Equity Services reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 2.7% in Q2 2026, selling an estimated $118K and leaving 62,280 shares worth $4.45M. The position accounts for 0.01% of the portfolio, ranked #1501.

Commonwealth Equity Services first reported a position in KOMP in Q2 2019 and has held it in 29 quarters since. The position peaked at $28.6M in Q3 2021. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Commonwealth Equity Services held 62,280 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $4.45M as of Q2 2026.
Commonwealth Equity Services sold 1,746 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $118K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1501 holding.
Commonwealth Equity Services first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2019 and has held it in 29 quarters since.
Commonwealth Equity Services's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $28.6M in Q3 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.