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

Root Financial Partners’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	$292K	Sell	4,087 -56	-1%	-$3.8K	0.01%	297
2026 Q1	$242K	Sell	4,143 -12	-0.3%	-$750	0.01%	294
2025 Q4	$248K	Sell	4,155 -104	-2%	-$6.46K	0.01%	256
2025 Q3	$265K	Buy	4,259 +104	+3%	+$6.01K	0.02%	228
2025 Q2	$226K	Buy	+4,155	New	+$203K	0.02%	228
2025 Q1	–	Sell	-4,155	Closed	-$211K	–	220
2024 Q4	$211K	Buy	+4,155	New	+$215K	0.03%	201

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

Root Financial Partners's KOMP Position: Q2 2026 in Review

Root Financial Partners reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 1.4% in Q2 2026, selling an estimated $3.8K and leaving 4,087 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #297.

Root Financial Partners first reported a position in KOMP in Q4 2024 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Root Financial Partners held 4,087 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $292K as of Q2 2026.
Root Financial Partners sold 56 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $3.8K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #297 holding.
Root Financial Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2024 and has held it in 6 quarters since.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.