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

Kerr Financial Planning’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	$6.7K	Hold	94	–	–	0.01%	409
2026 Q1	$6.01K	Buy	94 +1	+1%	+$63	﹤0.01%	404
2025 Q4	$5.64K	Sell	93 -77	-45%	-$4.79K	0.01%	414
2025 Q3	$10.1K	Buy	+170	New	+$9.83K	0.01%	355

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SPFSPD

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 $59.8B AUM 29.42% 1-Year Est. Return

Kerr Financial Planning's KOMP Position: Q2 2026 in Review

Kerr Financial Planning held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q2 2026 at 94 shares worth $6.7K. The position accounts for 0.01% of the portfolio, ranked #409.

Kerr Financial Planning first reported a position in KOMP in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q3 2025. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Kerr Financial Planning held 94 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $6.7K as of Q2 2026.
Kerr Financial Planning 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 Kerr Financial Planning's portfolio in Q2 2026, its #409 holding.
Kerr Financial Planning first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $10.1K in Q3 2025.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.