Global Retirement Partners’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Global Retirement Partners’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 Q4	$99.7K	Buy	1,669 +710	+74%	+$44.1K	﹤0.01%	1915
2025 Q3	$59.7K	Sell	959 -27	-3%	-$1.56K	﹤0.01%	1796
2025 Q2	$53.6K	Buy	+986	New	+$48.2K	﹤0.01%	1730
2024 Q4	$51K	Hold	1,004	–	–	﹤0.01%	1609
2024 Q3	$49.5K	Buy	1,004 +300	+43%	+$14.2K	﹤0.01%	1563
2024 Q2	$32.4K	Buy	704 +659	+1,464%	+$30.5K	﹤0.01%	1753
2024 Q1	$2.16K	Hold	45	–	–	﹤0.01%	2718
2023 Q4	$1.96K	Hold	45	–	–	﹤0.01%	2685
2023 Q3	$1.74K	Hold	45	–	–	﹤0.01%	2583
2023 Q2	$2.01K	Hold	45	–	–	﹤0.01%	2552
2023 Q1	$1.82K	Sell	45 -12,332	-100%	-$525K	﹤0.01%	2539
2022 Q4	$488K	Buy	12,377 +259	+2%	+$10.5K	0.03%	374
2022 Q3	$505K	Buy	12,118 +2,369	+24%	+$103K	0.04%	366
2022 Q2	$395K	Buy	9,749 +2,365	+32%	+$106K	0.03%	395
2022 Q1	$314K	Buy	+7,384	New	+$383K	0.02%	455

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 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

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Global Retirement Partners's KOMP Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 74% in Q4 2025, buying an estimated $44.1K and bringing the position to 1,669 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Global Retirement Partners first reported a position in KOMP in Q1 2022 and has held it in 15 quarters since. The position peaked at $505K in Q3 2022. 147 funds tracked by Wall St. Rank hold KOMP as of Q4 2025.

Global Retirement Partners held 1,669 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $99.7K as of Q4 2025.
Global Retirement Partners bought 710 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2025, an estimated $44.1K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1915 holding.
Global Retirement Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $505K in Q3 2022.
147 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.