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Orion Portfolio Solutions’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.63M Sell
34,978
-1,729
-5% -$88.3K 0.02% 814
2024
Q4 		$1.87M Sell
36,707
-915
-2% -$47.2K 0.02% 741
2024
Q3 		$1.86M Buy
37,622
+1,557
+4% +$73.8K 0.02% 726
2024
Q2 		$1.66M Sell
36,065
-11,420
-24% -$529K 0.02% 740
2024
Q1 		$2.28M Sell
47,485
-9,013
-16% -$411K 0.02% 601
2023
Q4 		$2.56M Sell
56,498
-3,768
-6% -$155K 0.03% 519
2023
Q3 		$2.39M Sell
60,266
-54,267
-47% -$2.36M 0.03% 538
2023
Q2 		$5.11M Buy
114,533
+54,248
+90% +$2.28M 0.05% 323
2023
Q1 		$497K Buy
60,285
+53,612
+803% +$2.28M 0.01% 1144
2022
Q4 		$263K Sell
6,673
-917
-12% -$37.2K 0.01% 699
2022
Q3 		$293K Buy
7,590
+561
+8% +$24.4K 0.01% 582
2022
Q2 		$285K Buy
7,029
+2,190
+45% +$98.5K 0.01% 568
2022
Q1 		$251K Sell
4,839
-1,114
-19% -$57.8K 0.01% 615
2021
Q4 		$351K Sell
5,953
-73
-1% -$4.57K 0.01% 528
2021
Q3 		$367K Buy
6,026
+293
+5% +$18.6K 0.01% 474
2021
Q2 		$383K Buy
5,733
+1,575
+38% +$104K 0.02% 419
2021
Q1 		$282K Buy
4,158
+543
+15% +$36.8K 0.01% 453
2020
Q4 		$208K Sell
3,615
-1,354
-27% -$67.8K 0.01% 473
2020
Q3 		$213K Buy
4,969
+25
+0.5% +$1.03K 0.01% 414
2020
Q2 		$184K Hold
4,944
– – 0.01% 425
2020
Q1 		$141K Buy
+4,944
New +$171K 0.01% 385

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Orion Portfolio Solutions's KOMP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 4.7% in Q1 2025, selling an estimated $88.3K and leaving 34,978 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #814.

Orion Portfolio Solutions first reported a position in KOMP in Q1 2020 and has held it in 21 quarters since. The position peaked at $5.11M in Q2 2023. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

  • Orion Portfolio Solutions held 34,978 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1.63M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,729 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $88.3K.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #814 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2020 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $5.11M in Q2 2023.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.