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Medallion Wealth Advisors’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Medallion Wealth Advisors’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
-12
Closed -$747 – 1134
2025
Q3 		$747 Hold
12
– – ﹤0.01% 1048
2025
Q2 		$653 Hold
12
– – ﹤0.01% 1039
2025
Q1 		$562 Hold
12
– – ﹤0.01% 1020
2024
Q4 		$610 Buy
+12
New +$620 ﹤0.01% 962

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 $2.13B AUM 17.72% 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

Medallion Wealth Advisors's KOMP Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2025, closing a stake of 12 shares — an estimated $747 sold.

Medallion Wealth Advisors first reported a position in KOMP in Q4 2024 and held it in 4 quarters. The position peaked at $747 in Q3 2025. 147 funds tracked by Wall St. Rank hold KOMP as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 12 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2025, an estimated $747.
  • Medallion Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2024 and held it in 4 quarters.
  • Medallion Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $747 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 Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.