Creative Planning
KOMP icon

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return