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

Opulen Financial Group’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	$409K	Sell	5,718 -298	-5%	-$20.2K	0.26%	76
2026 Q1	$352K	Sell	6,016 -678	-10%	-$42.4K	0.25%	74
2025 Q4	$400K	Sell	6,694 -330	-5%	-$20.5K	0.29%	70
2025 Q3	$437K	Sell	7,024 -988	-12%	-$57.1K	0.33%	60
2025 Q2	$436K	Sell	8,012 -495	-6%	-$24.2K	0.36%	60
2025 Q1	$396K	Sell	8,507 -227	-3%	-$11.6K	0.36%	57
2024 Q4	$444K	Buy	+8,734	New	+$451K	0.4%	57

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

Opulen Financial Group's KOMP Position: Q2 2026 in Review

Opulen Financial Group reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 5% in Q2 2026, selling an estimated $20.2K and leaving 5,718 shares worth $409K. The position accounts for 0.26% of the portfolio, ranked #76.

Opulen Financial Group first reported a position in KOMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2024. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Opulen Financial Group held 5,718 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $409K as of Q2 2026.
Opulen Financial Group sold 298 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $20.2K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.26% of Opulen Financial Group's portfolio in Q2 2026, its #76 holding.
Opulen Financial Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $444K in Q4 2024.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.