Summit Investment Advisory Services’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Summit Investment Advisory Services’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	$756K	Sell	10,570 -621	-6%	-$42.1K	0.19%	43
2026 Q1	$654K	Sell	11,191 -287	-3%	-$17.9K	0.24%	37
2025 Q4	$686K	Sell	11,478 -254	-2%	-$15.8K	0.26%	37
2025 Q3	$730K	Sell	11,732 -719	-6%	-$41.6K	0.29%	36
2025 Q2	$677K	Sell	12,451 -137	-1%	-$6.69K	0.29%	36
2025 Q1	$585K	Sell	12,588 -544	-4%	-$27.8K	0.29%	35
2024 Q4	$668K	Sell	13,132 -32	-0.2%	-$1.65K	0.34%	36
2024 Q3	$649K	Buy	+13,164	New	+$624K	0.34%	34
2024 Q2	–	Sell	-12,772	Closed	-$614K	–	74
2024 Q1	$614K	Sell	12,772 -218	-2%	-$9.93K	0.36%	33
2023 Q4	$607K	Buy	12,990 +29	+0.2%	+$1.19K	0.38%	33
2023 Q3	$513K	Buy	12,961 +1,708	+15%	+$74.4K	0.38%	30
2023 Q2	$502K	Sell	11,253 -215	-2%	-$9.03K	0.33%	31
2023 Q1	$490K	Sell	11,468 -227	-2%	-$9.67K	0.35%	31
2022 Q4	$461K	Buy	+11,695	New	+$475K	0.56%	29

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

Summit Investment Advisory Services's KOMP Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 5.5% in Q2 2026, selling an estimated $42.1K and leaving 10,570 shares worth $756K. The position accounts for 0.19% of the portfolio, ranked #43.

Summit Investment Advisory Services first reported a position in KOMP in Q4 2022 and has held it in 14 quarters since. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Summit Investment Advisory Services held 10,570 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $756K as of Q2 2026.
Summit Investment Advisory Services sold 621 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $42.1K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.19% of Summit Investment Advisory Services's portfolio in Q2 2026, its #43 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2022 and has held it in 14 quarters since.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.