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

EP Wealth Advisors’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
2025
Q1 		– Sell
-2,727
Closed -$139K – 1339
2024
Q4 		$139K Buy
+2,727
New +$141K ﹤0.01% 1158

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

EP Wealth Advisors's KOMP Position: Q1 2025 in Review

EP Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 2,727 shares — an estimated $139K sold.

EP Wealth Advisors first reported a position in KOMP in Q4 2024 and held it in 1 quarter. The position peaked at $139K in Q4 2024. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

  • EP Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 2,727 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $139K.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $139K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.