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 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 $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steward Partners Investment Advisory's KOMP Position: Q1 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q1 2026 at 375 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3185.

Steward Partners Investment Advisory first reported a position in KOMP in Q1 2021 and has held it in 21 quarters since. The position peaked at $952K in Q4 2021. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

Steward Partners Investment Advisory held 375 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $21.9K as of Q1 2026.
Steward Partners Investment Advisory left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q1 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3185 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 21 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $952K in Q4 2021.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.