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

Montgomery Financial Services’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	$429	Buy	+6	New	+$407	﹤0.01%	318

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

Montgomery Financial Services's KOMP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2026: 6 shares worth $429. The stake represents ﹤0.01% of the portfolio and ranks #318 among its holdings.

157 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Montgomery Financial Services held 6 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $429 as of Q2 2026.
State Street SPDR S&P Kensho New Economies Composite ETF was a new Montgomery Financial Services position in Q2 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #318 holding.
157 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.