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 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 $49.2B AUM 14.31% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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: Q1 2026 in Review

Financial Guidance Group increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 1.2% in Q1 2026, buying an estimated $74.3K and bringing the position to 100,466 shares worth $5.88M. The position accounts for 2.36% of the portfolio, ranked #14.

Financial Guidance Group first reported a position in KOMP in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.93M in Q4 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

Financial Guidance Group held 100,466 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $5.88M as of Q1 2026.
Financial Guidance Group bought 1,189 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $74.3K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 2.36% of Financial Guidance Group's portfolio in Q1 2026, its #14 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 17 quarters since.
Financial Guidance Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $5.93M in Q4 2025.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on Financial Guidance Group's 13F filing for Q1 2026, filed 23 Apr 2026.