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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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