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

Spire 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
2026 Q2	$687K	Buy	9,602 +14	+0.1%	+$950	0.02%	474
2026 Q1	$561K	Buy	9,588 +1,647	+21%	+$103K	0.02%	517
2025 Q4	$474K	Buy	+7,941	New	+$494K	0.02%	556
2024 Q3	–	Sell	-180	Closed	-$8.29K	–	2223
2024 Q2	$8.29K	Sell	180 -186	-51%	-$8.61K	﹤0.01%	1689
2024 Q1	$17.6K	Hold	366	–	–	﹤0.01%	1559
2023 Q4	$16K	Hold	366	–	–	﹤0.01%	1606
2023 Q3	$14.5K	Buy	+366	New	+$15.9K	﹤0.01%	1616
2022 Q3	–	Sell	-343	Closed	-$14K	–	2409
2022 Q2	$14K	Sell	343 -6,673	-95%	-$300K	﹤0.01%	1799
2022 Q1	$365K	Sell	7,016 -117	-2%	-$6.07K	0.01%	664
2021 Q4	$421K	Buy	7,133 +4,240	+147%	+$266K	0.01%	759
2021 Q3	$176K	Buy	2,893 +1,117	+63%	+$70.9K	﹤0.01%	968
2021 Q2	$119K	Sell	1,776 -690	-28%	-$45.5K	﹤0.01%	1131
2021 Q1	$167K	Buy	+2,466	New	+$167K	﹤0.01%	1144

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

Spire Wealth Management's KOMP Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 0.15% in Q2 2026, buying an estimated $950 and bringing the position to 9,602 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #474.

Spire Wealth Management first reported a position in KOMP in Q1 2021 and has held it in 13 quarters since. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Spire Wealth Management held 9,602 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $687K as of Q2 2026.
Spire Wealth Management bought 14 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $950.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #474 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and has held it in 13 quarters since.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.