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

Commonwealth Retirement Investments’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	–	Sell	-64	Closed	-$3.82K	–	296
2025 Q4	$3.82K	Buy	+64	New	+$3.98K	﹤0.01%	376

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 $2.13B AUM 17.72% 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

Commonwealth Retirement Investments's KOMP Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2026, closing a stake of 64 shares — an estimated $3.82K sold.

Commonwealth Retirement Investments first reported a position in KOMP in Q4 2025 and held it in 1 quarter. The position peaked at $3.82K in Q4 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

Commonwealth Retirement Investments reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Retirement Investments sold 64 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $3.82K.
Commonwealth Retirement Investments first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2025 and held it in 1 quarter.
Commonwealth Retirement Investments's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.82K 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 Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.