Creative Planning’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Creative Planning’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	$698K	Buy	9,760 +77	+0.8%	+$5.22K	﹤0.01%	2929
2026 Q1	$566K	Buy	9,683 +805	+9%	+$50.3K	﹤0.01%	2935
2025 Q4	$530K	Buy	8,878 +153	+2%	+$9.51K	﹤0.01%	2787
2025 Q3	$543K	Buy	8,725 +231	+3%	+$13.4K	﹤0.01%	2644
2025 Q2	$462K	Buy	8,494 +72	+0.9%	+$3.52K	﹤0.01%	2531
2025 Q1	$392K	Sell	8,422 -2,063	-20%	-$105K	﹤0.01%	2519
2024 Q4	$533K	Buy	+10,485	New	+$541K	﹤0.01%	2157
2022 Q4	–	Sell	-15,754	Closed	-$608K	–	2556
2022 Q3	$608K	Sell	15,754 -923	-6%	-$40.2K	﹤0.01%	1208
2022 Q2	$676K	Sell	16,677 -6,957	-29%	-$313K	﹤0.01%	1147
2022 Q1	$1.23M	Sell	23,634 -366,949	-94%	-$19.1M	﹤0.01%	895
2021 Q4	$23M	Buy	390,583 +386,242	+8,898%	+$24.2M	0.04%	170
2021 Q3	$264K	Sell	4,341 -474	-10%	-$30.1K	﹤0.01%	1673
2021 Q2	$322K	Buy	+4,815	New	+$317K	﹤0.01%	1524

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

Creative Planning's KOMP Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 0.8% in Q2 2026, buying an estimated $5.22K and bringing the position to 9,760 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

Creative Planning first reported a position in KOMP in Q2 2021 and has held it in 13 quarters since. The position peaked at $23M in Q4 2021. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Creative Planning held 9,760 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $698K as of Q2 2026.
Creative Planning bought 77 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $5.22K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2929 holding.
Creative Planning first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and has held it in 13 quarters since.
Creative Planning's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $23M in Q4 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.