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Sheets Smith Wealth Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Sheets Smith Wealth Management’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
-7,768
Closed -$395K – 375
2024
Q4 		$395K Sell
7,768
-828
-10% -$42.7K 0.05% 293
2024
Q3 		$424K Sell
8,596
-501
-6% -$23.8K 0.05% 276
2024
Q2 		$419K Sell
9,097
-7,202
-44% -$333K 0.05% 273
2024
Q1 		$784K Sell
16,299
-387
-2% -$17.6K 0.09% 184
2023
Q4 		$779K Sell
16,686
-469
-3% -$19.2K 0.11% 158
2023
Q3 		$679K Sell
17,155
-240
-1% -$10.5K 0.1% 168
2023
Q2 		$776K Buy
17,395
+231
+1% +$9.7K 0.11% 160
2023
Q1 		$733K Sell
17,164
-4,541
-21% -$193K 0.11% 163
2022
Q4 		$856K Buy
21,705
+820
+4% +$33.3K 0.13% 144
2022
Q3 		$806K Sell
20,885
-2,577
-11% -$112K 0.13% 146
2022
Q2 		$951K Sell
23,462
-1,410
-6% -$63.4K 0.16% 135
2022
Q1 		$1.29M Sell
24,872
-2,184
-8% -$113K 0.18% 121
2021
Q4 		$1.59M Buy
27,056
+426
+2% +$26.7K 0.2% 113
2021
Q3 		$1.62M Buy
26,630
+20,698
+349% +$1.31M 0.22% 114
2021
Q2 		$397K Buy
5,932
+2,332
+65% +$154K 0.05% 258
2021
Q1 		$244K Buy
+3,600
New +$244K 0.04% 297

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Sheets Smith Wealth Management's KOMP Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2025, closing a stake of 7,768 shares — an estimated $395K sold.

Sheets Smith Wealth Management first reported a position in KOMP in Q1 2021 and held it in 16 quarters. The position peaked at $1.62M in Q3 2021. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,768 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2025, an estimated $395K.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 16 quarters.
  • Sheets Smith Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.62M in Q3 2021.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.