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

Mather Group’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	$85K	Hold	1,189	–	–	﹤0.01%	983
2026 Q1	$69.5K	Buy	+1,189	New	+$74.3K	﹤0.01%	983
2025 Q4	–	Sell	-1,189	Closed	-$74K	–	1190
2025 Q3	$74K	Buy	+1,189	New	+$68.7K	﹤0.01%	825
2025 Q2	–	Sell	-1,189	Closed	-$55.3K	–	1216
2025 Q1	$55.3K	Hold	1,189	–	–	﹤0.01%	880
2024 Q4	$60.4K	Hold	1,189	–	–	﹤0.01%	832
2024 Q3	$58.7K	Sell	1,189 -1,237	-51%	-$58.7K	﹤0.01%	851
2024 Q2	$117K	Buy	2,426 +476	+24%	+$22K	﹤0.01%	769
2024 Q1	$91.1K	Buy	+1,950	New	+$88.8K	﹤0.01%	722

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

Mather Group's KOMP Position: Q2 2026 in Review

Mather Group held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q2 2026 at 1,189 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Mather Group first reported a position in KOMP in Q1 2024 and has held it in 8 quarters since. The position peaked at $117K in Q2 2024. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Mather Group held 1,189 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $85K as of Q2 2026.
Mather Group 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 Mather Group's portfolio in Q2 2026, its #983 holding.
Mather Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $117K in Q2 2024.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.