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

LPL Financial’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	$5.84M	Sell	81,730 -52,350	-39%	-$3.55M	﹤0.01%	2653
2026 Q1	$7.84M	Sell	134,080 -32,787	-20%	-$2.05M	﹤0.01%	2211
2025 Q4	$9.97M	Buy	166,867 +29,053	+21%	+$1.81M	﹤0.01%	1928
2025 Q3	$8.58M	Buy	137,814 +10,146	+8%	+$587K	﹤0.01%	2013
2025 Q2	$6.94M	Sell	127,668 -65,055	-34%	-$3.18M	﹤0.01%	2030
2025 Q1	$8.96M	Buy	192,723 +1,065	+0.6%	+$54.4K	﹤0.01%	1687
2024 Q4	$9.74M	Buy	191,658 +117,568	+159%	+$6.07M	﹤0.01%	1566
2024 Q3	$3.65M	Sell	74,090 -11,505	-13%	-$546K	﹤0.01%	2223
2024 Q2	$3.94M	Sell	85,595 -100,037	-54%	-$4.63M	﹤0.01%	2047
2024 Q1	$8.93M	Buy	185,632 +3,854	+2%	+$176K	﹤0.01%	1412
2023 Q4	$8.49M	Buy	181,778 +1,811	+1%	+$74.3K	0.01%	1351
2023 Q3	$7.13M	Sell	179,967 -7,615	-4%	-$332K	0.01%	1375
2023 Q2	$8.37M	Buy	187,582 +9,753	+5%	+$409K	0.01%	1232
2023 Q1	$7.59M	Sell	177,829 -17,670	-9%	-$753K	0.01%	1253
2022 Q4	$7.71M	Buy	195,499 +3,475	+2%	+$141K	0.01%	1191
2022 Q3	$7.41M	Sell	192,024 -70,075	-27%	-$3.05M	0.01%	1114
2022 Q2	$10.6M	Buy	262,099 +99,303	+61%	+$4.47M	0.01%	925
2022 Q1	$8.46M	Sell	162,796 -15,931	-9%	-$827K	0.01%	1091
2021 Q4	$10.5M	Sell	178,727 -869	-0.5%	-$54.4K	0.01%	989
2021 Q3	$10.9M	Sell	179,596 -85,087	-32%	-$5.4M	0.01%	908
2021 Q2	$17.7M	Sell	264,683 -56,859	-18%	-$3.75M	0.02%	638
2021 Q1	$21.8M	Buy	321,542 +162,582	+102%	+$11M	0.03%	506
2020 Q4	$9.16M	Buy	158,960 +113,952	+253%	+$5.71M	0.01%	791
2020 Q3	$1.93M	Buy	45,008 +13,587	+43%	+$561K	﹤0.01%	1478
2020 Q2	$1.17M	Buy	+31,421	New	+$1.05M	﹤0.01%	1713

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

LPL Financial's KOMP Position: Q2 2026 in Review

LPL Financial reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 39% in Q2 2026, selling an estimated $3.55M and leaving 81,730 shares worth $5.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

LPL Financial first reported a position in KOMP in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.8M in Q1 2021. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

LPL Financial held 81,730 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $5.84M as of Q2 2026.
LPL Financial sold 52,350 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $3.55M.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2653 holding.
LPL Financial first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2020 and has held it in 25 quarters since.
LPL Financial's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $21.8M in Q1 2021.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.