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

Stratos Wealth Advisors’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
Q4 		– Sell
-31,067
Closed -$1.93M – 685
2025
Q3 		$1.93M Sell
31,067
-1,839
-6% -$106K 0.09% 222
2025
Q2 		$1.79M Sell
32,906
-2,280
-6% -$111K 0.09% 231
2025
Q1 		$1.64M Sell
35,186
-849
-2% -$43.4K 0.09% 230
2024
Q4 		$1.83M Sell
36,035
-31,548
-47% -$1.63M 0.09% 228
2024
Q3 		$3.33M Buy
67,583
+19,038
+39% +$903K 0.15% 150
2024
Q2 		$2.24M Sell
48,545
-11,707
-19% -$542K 0.11% 191
2024
Q1 		$2.9M Sell
60,252
-495
-0.8% -$22.6K 0.17% 141
2023
Q4 		$2.84M Buy
60,747
+4,436
+8% +$182K 0.16% 174
2023
Q3 		$2.23M Buy
56,311
+6,797
+14% +$296K 0.15% 182
2023
Q2 		$2.21M Buy
49,514
+8,188
+20% +$344K 0.16% 176
2023
Q1 		$1.76M Buy
41,326
+1,005
+2% +$42.8K 0.14% 203
2022
Q4 		$1.59M Sell
40,321
-2,281
-5% -$92.6K 0.13% 211
2022
Q3 		$1.64M Buy
42,602
+5,039
+13% +$219K 0.17% 173
2022
Q2 		$1.52M Buy
37,563
+9,517
+34% +$428K 0.14% 196
2022
Q1 		$1.46M Sell
28,046
-25,255
-47% -$1.31M 0.12% 212
2021
Q4 		$3.14M Sell
53,301
-4,073
-7% -$255K 0.23% 130
2021
Q3 		$3.49M Sell
57,374
-4,774
-8% -$303K 0.3% 91
2021
Q2 		$4.16M Buy
62,148
+1,005
+2% +$66.3K 0.37% 73
2021
Q1 		$4.14M Buy
61,143
+44,653
+271% +$3.02M 0.44% 60
2020
Q4 		$951K Buy
16,490
+4,072
+33% +$204K 0.13% 168
2020
Q3 		$532K Buy
+12,418
New +$512K 0.13% 176

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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 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
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Stratos Wealth Advisors's KOMP Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q4 2025, closing a stake of 31,067 shares — an estimated $1.93M sold.

Stratos Wealth Advisors first reported a position in KOMP in Q3 2020 and held it in 21 quarters. The position peaked at $4.16M in Q2 2021. 147 funds tracked by Wall St. Rank hold KOMP as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 31,067 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q4 2025, an estimated $1.93M.
  • Stratos Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2020 and held it in 21 quarters.
  • Stratos Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $4.16M in Q2 2021.
  • 147 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.