Financial Guidance Group’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Financial Guidance Group’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	$7.04M	Sell	98,434 -2,032	-2%	-$138K	2.63%	10
2026 Q1	$5.88M	Buy	100,466 +1,189	+1%	+$74.3K	2.36%	14
2025 Q4	$5.93M	Buy	99,277 +4,360	+5%	+$271K	2.43%	13
2025 Q3	$5.91M	Buy	94,917 +2,584	+3%	+$149K	2.65%	10
2025 Q2	$5.02M	Buy	92,333 +7,270	+9%	+$355K	2.44%	11
2025 Q1	$3.95M	Buy	85,063 +3,955	+5%	+$202K	2.14%	15
2024 Q4	$4.12M	Buy	81,108 +4,061	+5%	+$210K	2.26%	13
2024 Q3	$3.8M	Buy	77,047 +4,773	+7%	+$226K	2.22%	14
2024 Q2	$3.33M	Buy	72,274 +15,677	+28%	+$726K	2.05%	17
2024 Q1	$2.72M	Buy	56,597 +776	+1%	+$35.4K	1.77%	19
2023 Q4	$2.61M	Sell	55,821 -957	-2%	-$39.3K	1.81%	20
2023 Q3	$2.25M	Sell	56,778 -1,709	-3%	-$74.5K	1.69%	18
2023 Q2	$2.61M	Buy	58,487 +224	+0.4%	+$9.4K	1.92%	19
2023 Q1	$2.49M	Buy	58,263 +26,458	+83%	+$1.13M	1.89%	19
2022 Q4	$1.25M	Sell	31,805 -25,049	-44%	-$1.02M	1.02%	21
2022 Q3	$2.19M	Buy	56,854 +4,391	+8%	+$191K	1.76%	21
2022 Q2	$2.13M	Buy	52,463 +5,300	+11%	+$238K	1.67%	20
2022 Q1	$2.45M	Buy	+47,163	New	+$2.45M	1.69%	16

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

Financial Guidance Group's KOMP Position: Q2 2026 in Review

Financial Guidance Group reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 2% in Q2 2026, selling an estimated $138K and leaving 98,434 shares worth $7.04M. The position accounts for 2.63% of the portfolio, ranked #10.

Financial Guidance Group first reported a position in KOMP in Q1 2022 and has held it in 18 quarters since. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Financial Guidance Group held 98,434 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $7.04M as of Q2 2026.
Financial Guidance Group sold 2,032 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $138K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 2.63% of Financial Guidance Group's portfolio in Q2 2026, its #10 holding.
Financial Guidance Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and has held it in 18 quarters since.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.