BFC Planning, Inc.’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

BFC Planning, Inc.’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	$16.7K	Hold	233	–	–	﹤0.01%	2103
2026 Q1	$13.6K	Hold	233	–	–	﹤0.01%	1888
2025 Q4	$13.9K	Buy	233 +100	+75%	+$6.22K	﹤0.01%	1916
2025 Q3	$8.28K	Hold	133	–	–	﹤0.01%	2005
2025 Q2	$7.23K	Hold	133	–	–	﹤0.01%	1933
2025 Q1	$6.18K	Hold	133	–	–	﹤0.01%	1951
2024 Q4	$6.76K	Buy	+133	New	+$6.87K	﹤0.01%	1921

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

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 $67.3B AUM 21.9% 1-Year Est. Return

BFC Planning, Inc.'s KOMP Position: Q2 2026 in Review

BFC Planning, Inc. held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q2 2026 at 233 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

BFC Planning, Inc. first reported a position in KOMP in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

BFC Planning, Inc. held 233 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $16.7K as of Q2 2026.
BFC Planning, Inc. left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q2 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2103 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2024 and has held it in 7 quarters since.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.