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

SageView Advisory 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
Q1 		– Sell
-33
Closed -$1.97K – 1585
2025
Q4 		$1.97K Buy
+33
New +$2.05K ﹤0.01% 2236

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SageView Advisory Group's KOMP Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2026, closing a stake of 33 shares — an estimated $1.97K sold.

SageView Advisory Group first reported a position in KOMP in Q4 2025 and held it in 1 quarter. The position peaked at $1.97K in Q4 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 33 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $1.97K.
  • SageView Advisory Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.97K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.