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Howe & Rusling’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Howe & Rusling’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
-269
Closed -$13.7K – 456
2024
Q4 		$13.7K Sell
269
-94
-26% -$4.85K ﹤0.01% 359
2024
Q3 		$17.9K Buy
363
+263
+263% +$12.5K ﹤0.01% 342
2024
Q2 		$4.61K Buy
+100
New +$4.63K ﹤0.01% 340

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Howe & Rusling's KOMP Position: Q1 2025 in Review

Howe & Rusling sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 269 shares — an estimated $13.7K sold.

Howe & Rusling first reported a position in KOMP in Q2 2024 and held it in 3 quarters. The position peaked at $17.9K in Q3 2024. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

  • Howe & Rusling reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 269 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $13.7K.
  • Howe & Rusling first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2024 and held it in 3 quarters.
  • Howe & Rusling's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $17.9K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.