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

OneDigital Investment 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
2026 Q1	$499K	Sell	8,530 -63	-0.7%	-$3.94K	﹤0.01%	955
2025 Q4	$513K	Sell	8,593 -1,761	-17%	-$109K	0.01%	935
2025 Q3	$645K	Buy	10,354 +208	+2%	+$12K	0.01%	830
2025 Q2	$552K	Buy	10,146 +295	+3%	+$14.4K	0.01%	867
2025 Q1	$458K	Sell	9,851 -723	-7%	-$36.9K	0.01%	892
2024 Q4	$537K	Sell	10,574 -546	-5%	-$28.2K	0.01%	859
2024 Q3	$549K	Sell	11,120 -1,395	-11%	-$66.1K	0.01%	903
2024 Q2	$577K	Sell	12,515 -592	-5%	-$27.4K	0.01%	837
2024 Q1	$630K	Sell	13,107 -3,640	-22%	-$166K	0.01%	660
2023 Q4	$782K	Sell	16,747 -22,154	-57%	-$909K	0.01%	560
2023 Q3	$1.54M	Sell	38,901 -7,112	-15%	-$310K	0.03%	331
2023 Q2	$2.05M	Sell	46,013 -18,055	-28%	-$758K	0.05%	272
2023 Q1	$2.74M	Sell	64,068 -10,729	-14%	-$457K	0.06%	225
2022 Q4	$2.95M	Sell	74,797 -652,764	-90%	-$26.5M	0.09%	192
2022 Q3	$28.1M	Sell	727,561 -64,064	-8%	-$2.79M	1.04%	20
2022 Q2	$32.1M	Buy	791,625 +6,572	+0.8%	+$296K	1.38%	16
2022 Q1	$40.8M	Buy	785,053 +120,556	+18%	+$6.26M	1.54%	15
2021 Q4	$39.2M	Buy	+664,497	New	+$41.6M	1.39%	16

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

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

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

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OneDigital Investment Advisors's KOMP Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 0.73% in Q1 2026, selling an estimated $3.94K and leaving 8,530 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

OneDigital Investment Advisors first reported a position in KOMP in Q4 2021 and has held it in 18 quarters since. The position peaked at $40.8M in Q1 2022. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

OneDigital Investment Advisors held 8,530 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $499K as of Q1 2026.
OneDigital Investment Advisors sold 63 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $3.94K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #955 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and has held it in 18 quarters since.
OneDigital Investment Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $40.8M in Q1 2022.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.