HHM Wealth Advisors’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

HHM Wealth Advisors’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	$13.9K	Hold	195	–	–	﹤0.01%	584
2026 Q1	$11.4K	Hold	195	–	–	﹤0.01%	615
2025 Q4	$11.6K	Hold	195	–	–	﹤0.01%	596
2025 Q3	$12.1K	Hold	195	–	–	﹤0.01%	610
2025 Q2	$10.6K	Hold	195	–	–	﹤0.01%	600
2025 Q1	$9.07K	Sell	195 -2,210	-92%	-$113K	﹤0.01%	606
2024 Q4	$122K	Hold	2,405	–	–	0.02%	241
2024 Q3	$119K	Hold	2,405	–	–	0.02%	233
2024 Q2	$111K	Hold	2,405	–	–	0.02%	233
2024 Q1	$116K	Hold	2,405	–	–	0.02%	195
2023 Q4	$112K	Sell	2,405 -2,475	-51%	-$102K	0.02%	198
2023 Q3	$193K	Sell	4,880 -1,070	-18%	-$46.6K	0.04%	132
2023 Q2	$265K	Buy	5,950 +15	+0.3%	+$630	0.05%	114
2023 Q1	$253K	Hold	5,935	–	–	0.05%	112
2022 Q4	$234K	Buy	5,935 +5,475	+1,190%	+$222K	0.05%	110
2022 Q3	$18K	Hold	460	–	–	﹤0.01%	361
2022 Q2	$19K	Hold	460	–	–	﹤0.01%	435
2022 Q1	$24K	Hold	460	–	–	0.01%	415
2021 Q4	$27K	Hold	460	–	–	0.01%	388
2021 Q3	$28K	Buy	460 +265	+136%	+$16.8K	0.01%	370
2021 Q2	$13K	Buy	+195	New	+$12.9K	﹤0.01%	452

Other funds holding KOMP

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HHM Wealth Advisors's KOMP Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q2 2026 at 195 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

HHM Wealth Advisors first reported a position in KOMP in Q2 2021 and has held it in 21 quarters since. The position peaked at $265K in Q2 2023. 18 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

HHM Wealth Advisors held 195 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $13.9K as of Q2 2026.
HHM Wealth Advisors 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 HHM Wealth Advisors's portfolio in Q2 2026, its #584 holding.
HHM Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and has held it in 21 quarters since.
HHM Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $265K in Q2 2023.
18 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.