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 Q2	$1.69M	Sell	23,585 -263	-1%	-$17.8K	6.53%	2
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 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

Strategic Advocates's KOMP Position: Q2 2026 in Review

Strategic Advocates reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 1.1% in Q2 2026, selling an estimated $17.8K and leaving 23,585 shares worth $1.69M. The position accounts for 6.53% of the portfolio, ranked #2.

Strategic Advocates first reported a position in KOMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.5M in Q3 2025. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Strategic Advocates held 23,585 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1.69M as of Q2 2026.
Strategic Advocates sold 263 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $17.8K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 6.53% of Strategic Advocates's portfolio in Q2 2026, its #2 holding.
Strategic Advocates first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2023 and has held it in 11 quarters since.
Strategic Advocates's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $35.5M in Q3 2025.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.