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

Moulton Wealth Management’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
Q1 		– Sell
-143,653
Closed -$11.5M – 62
2025
Q4 		$11.5M Buy
+143,653
New +$8.93M 10.94% 1

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
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
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moulton Wealth Management's KOMP Position: Q1 2026 in Review

Moulton Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2026, closing a stake of 143,653 shares — an estimated $11.5M sold.

Moulton Wealth Management first reported a position in KOMP in Q4 2025 and held it in 1 quarter. The position peaked at $11.5M in Q4 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

  • Moulton Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 143,653 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $11.5M.
  • Moulton Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2025 and held it in 1 quarter.
  • Moulton Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $11.5M in Q4 2025.
  • 151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on Moulton Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.