Compass Financial Management
KOMP icon

Compass Financial Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Compass Financial Management’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
Q3 		$18K Hold
271
– – ﹤0.01% 982
2026
Q2 		$19.4K Buy
+271
New +$18.4K ﹤0.01% 902

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Mariner
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LPL Financial
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Raymond James Financial
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BNP Paribas Financial Markets
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Financial Guidance Group
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Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Compass Financial Management's KOMP Position: Q3 2026 in Review

Compass Financial Management held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q3 2026 at 271 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Compass Financial Management first reported a position in KOMP in Q2 2026 and has held it in 2 quarters since. The position peaked at $19.4K in Q2 2026. 137 funds tracked by Wall St. Rank hold KOMP as of Q3 2026.

  • Compass Financial Management held 271 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $18K as of Q3 2026.
  • Compass Financial Management left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #982 holding.
  • Compass Financial Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $19.4K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.