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

Stratos Investment 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
2025 Q2	–	Sell	-7,771	Closed	-$361K	–	368
2025 Q1	$361K	Sell	7,771 -2,996	-28%	-$153K	0.02%	238
2024 Q4	$547K	Sell	10,767 -6,397	-37%	-$330K	0.03%	168
2024 Q3	$847K	Buy	+17,164	New	+$814K	0.06%	126
2024 Q1	–	Sell	-44,133	Closed	-$2.06M	–	215
2023 Q4	$2.06M	Sell	44,133 -13,425	-23%	-$551K	0.24%	83
2023 Q3	$2.28M	Buy	57,558 +1,874	+3%	+$81.7K	0.34%	69
2023 Q2	$2.48M	Buy	55,684 +2,394	+4%	+$101K	0.38%	63
2023 Q1	$2.28M	Buy	53,290 +4,049	+8%	+$172K	0.38%	61
2022 Q4	$1.94M	Buy	49,241 +6,911	+16%	+$280K	0.35%	70
2022 Q3	$1.63M	Buy	42,330 +4,292	+11%	+$187K	0.33%	70
2022 Q2	$1.54M	Buy	38,038 +1,019	+3%	+$45.8K	0.29%	76
2022 Q1	$1.92M	Sell	37,019 -3,272	-8%	-$170K	0.32%	72
2021 Q4	$2.38M	Buy	40,291 +19,152	+91%	+$1.2M	0.37%	68
2021 Q3	$1.29M	Buy	+21,139	New	+$1.34M	0.22%	89

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

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

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

CJH

Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return

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

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Stratos Investment Management's KOMP Position: Q2 2025 in Review

Stratos Investment Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2025, closing a stake of 7,771 shares — an estimated $361K sold.

Stratos Investment Management first reported a position in KOMP in Q3 2021 and held it in 13 quarters. The position peaked at $2.48M in Q2 2023. 124 funds tracked by Wall St. Rank hold KOMP as of Q2 2025.

Stratos Investment Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2025 after selling out during the quarter.
Stratos Investment Management sold 7,771 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2025, an estimated $361K.
Stratos Investment Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2021 and held it in 13 quarters.
Stratos Investment Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.48M in Q2 2023.
124 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2025.

Based on Stratos Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.