Concord Wealth Partners’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Concord Wealth Partners’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	$16.9K	Buy	+237	New	+$16.1K	﹤0.01%	499
2026 Q1	–	Sell	-237	Closed	-$14.2K	–	527
2025 Q4	$14.2K	Hold	237	–	–	﹤0.01%	491
2025 Q3	$14.8K	Sell	237 -5	-2%	-$289	﹤0.01%	491
2025 Q2	$13.2K	Hold	242	–	–	﹤0.01%	510
2025 Q1	$11.3K	Sell	242 -689	-74%	-$35.2K	﹤0.01%	496
2024 Q4	$47.3K	Buy	931 +31	+3%	+$1.6K	0.01%	338
2024 Q3	$44.4K	Sell	900 -248	-22%	-$11.8K	0.01%	354
2024 Q2	$52.9K	Sell	1,148 -50	-4%	-$2.31K	0.01%	307
2024 Q1	$57.6K	Sell	1,198 -541	-31%	-$24.6K	0.01%	330
2023 Q4	$81.2K	Buy	1,739 +340	+24%	+$14K	0.02%	299
2023 Q3	$55.4K	Sell	1,399 -2,733	-66%	-$119K	0.01%	363
2023 Q2	$184K	Buy	4,132 +550	+15%	+$23.1K	0.04%	202
2023 Q1	$153K	Sell	3,582 -24,044	-87%	-$1.02M	0.04%	198
2022 Q4	$1.09M	Sell	27,626 -99,761	-78%	-$4.05M	0.33%	43
2022 Q3	$4.92M	Sell	127,387 -13,384	-10%	-$582K	1.56%	16
2022 Q2	$5.71M	Buy	140,771 +1,931	+1%	+$86.9K	1.57%	16
2022 Q1	$7.22M	Sell	138,840 -56,423	-29%	-$2.93M	1.87%	12
2021 Q4	$11.5M	Sell	195,263 -29,872	-13%	-$1.87M	2.82%	9
2021 Q3	$13.7M	Sell	225,135 -36,329	-14%	-$2.31M	5.61%	7
2021 Q2	$17.5M	Buy	261,464 +62,364	+31%	+$4.11M	5.01%	7
2021 Q1	$13.5M	Buy	199,100 +197,188	+10,313%	+$13.4M	4.54%	6
2020 Q4	$110K	Buy	+1,912	New	+$95.8K	0.08%	125

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

Concord Wealth Partners's KOMP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2026: 237 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in KOMP as recently as Q4 2025.

Concord Wealth Partners first reported a position in KOMP in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.5M in Q2 2021. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Concord Wealth Partners held 237 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $16.9K as of Q2 2026.
State Street SPDR S&P Kensho New Economies Composite ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #499 holding.
Concord Wealth Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $17.5M in Q2 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 Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.