SIM
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Sims Investment Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Sims Investment 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
Q3 		– Sell
-25
Closed -$1.79K – 113
2026
Q2 		$1.79K Buy
+25
New +$1.7K ﹤0.01% 144

Other funds holding KOMP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Sims Investment Management's KOMP Position: Q3 2026 in Review

Sims Investment Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2026, closing a stake of 25 shares — an estimated $1.79K sold.

Sims Investment Management first reported a position in KOMP in Q2 2026 and held it in 1 quarter. The position peaked at $1.79K in Q2 2026. 10 funds tracked by Wall St. Rank hold KOMP as of Q3 2026.

  • Sims Investment Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 25 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2026, an estimated $1.79K.
  • Sims Investment Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.79K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.