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

Evergreen Wealth Solutions’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	$3.22M	Sell	45,443 -7,834	-15%	-$531K	0.17%	97
2026 Q1	$3.12M	Sell	53,277 -1,735	-3%	-$108K	0.22%	85
2025 Q4	$3.29M	Buy	+55,012	New	+$3.42M	0.46%	39

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

Evergreen Wealth Solutions's KOMP Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 15% in Q2 2026, selling an estimated $531K and leaving 45,443 shares worth $3.22M. The position accounts for 0.17% of the portfolio, ranked #97.

Evergreen Wealth Solutions first reported a position in KOMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.29M in Q4 2025. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Evergreen Wealth Solutions held 45,443 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $3.22M as of Q2 2026.
Evergreen Wealth Solutions sold 7,834 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $531K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.17% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #97 holding.
Evergreen Wealth Solutions first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2025 and has held it in 3 quarters since.
Evergreen Wealth Solutions's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.29M in Q4 2025.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.