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Strategic Advocates’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Strategic Advocates’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 		$1.39M Sell
23,848
-563,274
-96% -$35.2M 6.17% 2
2025
Q4 		$35.3M Buy
587,122
+16,890
+3% +$1.05M 9.03% 2
2025
Q3 		$35.5M Buy
570,232
+19,189
+3% +$1.11M 9.25% 1
2025
Q2 		$30M Buy
551,043
+14,542
+3% +$710K 8.9% 2
2025
Q1 		$24.9M Buy
536,501
+21,039
+4% +$1.07M 8.67% 3
2024
Q4 		$26.2M Buy
515,462
+19,429
+4% +$1M 8.85% 1
2024
Q3 		$24.5M Buy
496,033
+22,348
+5% +$1.06M 8.76% 2
2024
Q2 		$21.8M Buy
473,685
+52,337
+12% +$2.42M 8.66% 3
2024
Q1 		$20.3M Buy
421,348
+408,957
+3,300% +$18.6M 7.8% 2
2023
Q4 		$579K Buy
+12,391
New +$508K 0.25% 78

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return