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

Frederick Financial Consultants’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	$208K	Sell	3,553 -115	-3%	-$7.19K	0.1%	101
2025 Q4	$219K	Hold	3,668	–	–	0.12%	104
2025 Q3	$228K	Buy	+3,668	New	+$212K	0.13%	98

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 $2.13B AUM 17.72% 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

Frederick Financial Consultants's KOMP Position: Q1 2026 in Review

Frederick Financial Consultants reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 3.1% in Q1 2026, selling an estimated $7.19K and leaving 3,553 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #101.

Frederick Financial Consultants first reported a position in KOMP in Q3 2025 and has held it in 3 quarters since. The position peaked at $228K in Q3 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

Frederick Financial Consultants held 3,553 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $208K as of Q1 2026.
Frederick Financial Consultants sold 115 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $7.19K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.1% of Frederick Financial Consultants's portfolio in Q1 2026, its #101 holding.
Frederick Financial Consultants first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2025 and has held it in 3 quarters since.
Frederick Financial Consultants's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $228K in Q3 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 Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.