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

Founders Financial Alliance’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	-138	Closed	-$7.01K	–	633
2024 Q4	$7.01K	Hold	138	–	–	﹤0.01%	504
2024 Q3	$6.81K	Hold	138	–	–	﹤0.01%	514
2024 Q2	$6.36K	Hold	138	–	–	﹤0.01%	499
2024 Q1	$6.63K	Sell	138 -1,976	-93%	-$90K	﹤0.01%	501
2023 Q4	$98.7K	Hold	2,114	–	–	0.04%	289
2023 Q3	$83.7K	Hold	2,114	–	–	0.04%	283
2023 Q2	$94.3K	Buy	+2,114	New	+$88.8K	0.04%	299

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

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Founders Financial Alliance's KOMP Position: Q1 2025 in Review

Founders Financial Alliance sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 138 shares — an estimated $7.01K sold.

Founders Financial Alliance first reported a position in KOMP in Q2 2023 and held it in 7 quarters. The position peaked at $98.7K in Q4 2023. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

Founders Financial Alliance reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
Founders Financial Alliance sold 138 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $7.01K.
Founders Financial Alliance first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2023 and held it in 7 quarters.
Founders Financial Alliance's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $98.7K in Q4 2023.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.