Steward Partners Investment Advisory’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Steward Partners Investment Advisory’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	$39.4K	Buy	551 +176	+47%	+$11.9K	﹤0.01%	3086
2026 Q1	$21.9K	Hold	375	–	–	﹤0.01%	3185
2025 Q4	$22.4K	Buy	375 +14	+4%	+$870	﹤0.01%	3096
2025 Q3	$22.5K	Hold	361	–	–	﹤0.01%	3040
2025 Q2	$19.6K	Hold	361	–	–	﹤0.01%	2932
2025 Q1	$16.8K	Buy	361 +336	+1,344%	+$17.2K	﹤0.01%	2885
2024 Q4	$1.27K	Hold	25	–	–	﹤0.01%	3722
2024 Q3	$1.23K	Hold	25	–	–	﹤0.01%	3508
2024 Q2	$1.15K	Hold	25	–	–	﹤0.01%	3377
2024 Q1	$1.2K	Sell	25 -256	-91%	-$11.7K	﹤0.01%	3354
2023 Q4	$13.1K	Hold	281	–	–	﹤0.01%	2591
2023 Q3	$11.1K	Hold	281	–	–	﹤0.01%	2555
2023 Q2	$12.5K	Buy	281 +47	+20%	+$1.97K	﹤0.01%	2492
2023 Q1	$9.99K	Buy	234 +134	+134%	+$5.71K	﹤0.01%	2541
2022 Q4	$3.94K	Sell	100 -8,487	-99%	-$344K	﹤0.01%	2847
2022 Q3	$331K	Sell	8,587 -2,980	-26%	-$130K	0.01%	998
2022 Q2	$469K	Sell	11,567 -3,784	-25%	-$170K	0.01%	875
2022 Q1	$798K	Sell	15,351 -790	-5%	-$41K	0.01%	757
2021 Q4	$952K	Buy	16,141 +3,265	+25%	+$205K	0.01%	713
2021 Q3	$784K	Buy	12,876 +4,623	+56%	+$293K	0.01%	741
2021 Q2	$552K	Buy	8,253 +454	+6%	+$29.9K	0.01%	888
2021 Q1	$528K	Buy	+7,799	New	+$528K	0.01%	871

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 $67.3B AUM 21.9% 1-Year Est. Return

Steward Partners Investment Advisory's KOMP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 47% in Q2 2026, buying an estimated $11.9K and bringing the position to 551 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

Steward Partners Investment Advisory first reported a position in KOMP in Q1 2021 and has held it in 22 quarters since. The position peaked at $952K in Q4 2021. 162 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Steward Partners Investment Advisory held 551 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $39.4K as of Q2 2026.
Steward Partners Investment Advisory bought 176 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $11.9K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3086 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and has held it in 22 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $952K in Q4 2021.
162 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.