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

Evermay Wealth Management’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	–	Sell	-390	Closed	-$23.3K	–	611
2025 Q4	$23.3K	Buy	+390	New	+$24.2K	﹤0.01%	374
2025 Q1	–	Sell	-115	Closed	-$5.85K	–	596
2024 Q4	$5.85K	Hold	115	–	–	﹤0.01%	481
2024 Q3	$5.67K	Hold	115	–	–	﹤0.01%	498
2024 Q2	$5.3K	Hold	115	–	–	﹤0.01%	493
2024 Q1	$5.53K	Hold	115	–	–	﹤0.01%	497
2023 Q4	$5.37K	Hold	115	–	–	﹤0.01%	483
2023 Q3	$4.55K	Sell	115 -80	-41%	-$3.49K	﹤0.01%	470
2023 Q2	$8.7K	Hold	195	–	–	﹤0.01%	438
2023 Q1	$8.33K	Hold	195	–	–	﹤0.01%	432
2022 Q4	$7.69K	Hold	195	–	–	﹤0.01%	437
2022 Q3	$8K	Hold	195	–	–	﹤0.01%	419
2022 Q2	$8K	Hold	195	–	–	﹤0.01%	416
2022 Q1	$10K	Sell	195 -300	-61%	-$15.6K	﹤0.01%	421
2021 Q4	$29K	Hold	495	–	–	0.01%	327
2021 Q3	$30K	Hold	495	–	–	0.01%	309
2021 Q2	$33K	Buy	+495	New	+$32.6K	0.01%	324

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

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

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evermay Wealth Management's KOMP Position: Q1 2026 in Review

Evermay Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2026, closing a stake of 390 shares — an estimated $23.3K sold.

Evermay Wealth Management first reported a position in KOMP in Q2 2021 and held it in 16 quarters. The position peaked at $33K in Q2 2021. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

Evermay Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2026 after selling out during the quarter.
Evermay Wealth Management sold 390 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $23.3K.
Evermay Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and held it in 16 quarters.
Evermay Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $33K in Q2 2021.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.