Sherman Asset Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Sherman Asset 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
2026 Q2	$44K	Sell	615 -2,785	-82%	-$189K	0.03%	97
2026 Q1	$199K	Sell	3,400 -94	-3%	-$5.88K	0.18%	49
2025 Q4	$209K	Sell	3,494 -1,766	-34%	-$110K	0.18%	53
2025 Q3	$328K	Sell	5,260 -2,334	-31%	-$135K	0.28%	41
2025 Q2	$413K	Sell	7,594 -8,396	-53%	-$410K	0.37%	38
2025 Q1	$743K	Buy	15,990 +1,443	+10%	+$73.7K	0.71%	25
2024 Q4	$739K	Buy	+14,547	New	+$751K	0.68%	26

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

Sherman Asset Management's KOMP Position: Q2 2026 in Review

Sherman Asset Management reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 82% in Q2 2026, selling an estimated $189K and leaving 615 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #97.

Sherman Asset Management first reported a position in KOMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $743K in Q1 2025. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Sherman Asset Management held 615 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $44K as of Q2 2026.
Sherman Asset Management sold 2,785 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $189K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.03% of Sherman Asset Management's portfolio in Q2 2026, its #97 holding.
Sherman Asset Management 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.
Sherman Asset Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $743K in Q1 2025.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.