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

Meridian 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
2025
Q4 		– Sell
-4,430
Closed -$276K – 145
2025
Q3 		$276K Sell
4,430
-1,227
-22% -$70.9K 0.16% 109
2025
Q2 		$308K Sell
5,657
-349
-6% -$17K 0.2% 91
2025
Q1 		$279K Sell
6,006
-449
-7% -$22.9K 0.2% 93
2024
Q4 		$328K Sell
6,455
-150
-2% -$7.74K 0.23% 82
2024
Q3 		$326K Sell
6,605
-405
-6% -$19.2K 0.22% 91
2024
Q2 		$323K Sell
7,010
-173
-2% -$8.01K 0.23% 80
2024
Q1 		$345K Sell
7,183
-202
-3% -$9.2K 0.26% 75
2023
Q4 		$345K Sell
7,385
-696
-9% -$28.6K 0.27% 68
2023
Q3 		$320K Sell
8,081
-17
-0.2% -$741 0.3% 65
2023
Q2 		$361K Buy
8,098
+2
+0% +$84 0.33% 59
2023
Q1 		$346K Buy
8,096
+202
+3% +$8.61K 0.34% 62
2022
Q4 		$311K Sell
7,894
-1,099
-12% -$44.6K 0.33% 62
2022
Q3 		$347K Buy
8,993
+101
+1% +$4.39K 0.4% 51
2022
Q2 		$360K Sell
8,892
-349
-4% -$15.7K 0.41% 53
2022
Q1 		$480K Sell
9,241
-400
-4% -$20.8K 0.5% 43
2021
Q4 		$568K Buy
+9,641
New +$604K 0.53% 42

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

Meridian Financial's KOMP Position: Q4 2025 in Review

Meridian Financial sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2025, closing a stake of 4,430 shares — an estimated $276K sold.

Meridian Financial first reported a position in KOMP in Q4 2021 and held it in 16 quarters. The position peaked at $568K in Q4 2021. 147 funds tracked by Wall St. Rank hold KOMP as of Q4 2025.

  • Meridian Financial reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2025 after selling out during the quarter.
  • Meridian Financial sold 4,430 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2025, an estimated $276K.
  • Meridian Financial first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and held it in 16 quarters.
  • Meridian Financial's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $568K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2025.

Based on Meridian Financial's 13F filing for Q4 2025, filed 23 Jan 2026.