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

McCarthy & Cox’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
Q4 		– Sell
-56,706
Closed -$3.53M – 55
2025
Q3 		$3.53M Buy
56,706
+191
+0.3% +$11K 0.81% 19
2025
Q2 		$3.07M Buy
56,515
+8,328
+17% +$407K 0.8% 18
2025
Q1 		$2.24M Buy
48,187
+1,543
+3% +$78.8K 0.98% 17
2024
Q4 		$2.37M Buy
46,644
+1,296
+3% +$66.9K 0.82% 25
2024
Q3 		$2.24M Buy
+45,348
New +$2.15M 0.86% 23

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
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

McCarthy & Cox's KOMP Position: Q4 2025 in Review

McCarthy & Cox sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2025, closing a stake of 56,706 shares — an estimated $3.53M sold.

McCarthy & Cox first reported a position in KOMP in Q3 2024 and held it in 5 quarters. The position peaked at $3.53M in Q3 2025. 147 funds tracked by Wall St. Rank hold KOMP as of Q4 2025.

  • McCarthy & Cox reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 56,706 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2025, an estimated $3.53M.
  • McCarthy & Cox first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2024 and held it in 5 quarters.
  • McCarthy & Cox's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $3.53M in Q3 2025.
  • 147 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.