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 Q3	$23.9K	Sell	359 -3,728	-91%	-$253K	﹤0.01%	1462
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

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Root Financial Partners's KOMP Position: Q3 2026 in Review

Root Financial Partners reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 91% in Q3 2026, selling an estimated $253K and leaving 359 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Root Financial Partners first reported a position in KOMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q2 2026. 137 funds tracked by Wall St. Rank hold KOMP as of Q3 2026.

Root Financial Partners held 359 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $23.9K as of Q3 2026.
Root Financial Partners sold 3,728 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2026, an estimated $253K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1462 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 7 quarters since.
Root Financial Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $292K in Q2 2026.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.