Richard W. Paul & Associates’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Richard W. Paul & Associates’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	–	Sell	-37	Closed	-$1.88K	–	434
2024 Q4	$1.88K	Hold	37	–	–	﹤0.01%	412
2024 Q3	$1.82K	Hold	37	–	–	﹤0.01%	423
2024 Q2	$1.71K	Hold	37	–	–	﹤0.01%	427
2024 Q1	$1.78K	Hold	37	–	–	﹤0.01%	435
2023 Q4	$1.73K	Hold	37	–	–	﹤0.01%	424
2023 Q3	$1.47K	Hold	37	–	–	﹤0.01%	420
2023 Q2	$1.65K	Hold	37	–	–	﹤0.01%	445
2023 Q1	$1.58K	Hold	37	–	–	﹤0.01%	455
2022 Q4	$1.46K	Buy	+37	New	+$1.5K	﹤0.01%	447

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

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

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

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Richard W. Paul & Associates's KOMP Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 37 shares — an estimated $1.88K sold.

Richard W. Paul & Associates first reported a position in KOMP in Q4 2022 and held it in 9 quarters. The position peaked at $1.88K in Q4 2024. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

Richard W. Paul & Associates reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 37 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $1.88K.
Richard W. Paul & Associates first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.88K in Q4 2024.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.