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

Northwest Capital 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
2025 Q2	–	Sell	-239	Closed	-$11.1K	–	402
2025 Q1	$11.1K	Hold	239	–	–	﹤0.01%	306
2024 Q4	$12.1K	Hold	239	–	–	0.01%	295
2024 Q3	$11.8K	Hold	239	–	–	﹤0.01%	313
2024 Q2	$11K	Hold	239	–	–	﹤0.01%	312
2024 Q1	$11.5K	Hold	239	–	–	﹤0.01%	377
2023 Q4	$11.2K	Buy	+239	New	+$9.81K	﹤0.01%	366

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CJH

Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Northwest Capital Management's KOMP Position: Q2 2025 in Review

Northwest Capital Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2025, closing a stake of 239 shares — an estimated $11.1K sold.

Northwest Capital Management first reported a position in KOMP in Q4 2023 and held it in 6 quarters. The position peaked at $12.1K in Q4 2024. 124 funds tracked by Wall St. Rank hold KOMP as of Q2 2025.

Northwest Capital Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 239 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2025, an estimated $11.1K.
Northwest Capital Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2023 and held it in 6 quarters.
Northwest Capital Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $12.1K in Q4 2024.
124 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.