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

Towerpoint Wealth’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
Q3 		$1.71M Sell
25,697
-26,551
-51% -$1.8M 0.6% 35
2026
Q2 		$3.74M Sell
52,248
-29,183
-36% -$1.98M 1.29% 21
2026
Q1 		$4.76M Sell
81,431
-17,581
-18% -$1.1M 1.92% 11
2025
Q4 		$5.91M Sell
99,012
-1,245
-1% -$77.4K 2.34% 11
2025
Q3 		$6.24M Sell
100,257
-1,043
-1% -$60.3K 2.55% 10
2025
Q2 		$5.51M Buy
101,300
+7,631
+8% +$373K 2.44% 11
2025
Q1 		$4.35M Buy
93,669
+798
+0.9% +$40.8K 2.16% 11
2024
Q4 		$4.72M Buy
92,871
+2,197
+2% +$113K 2.31% 10
2024
Q3 		$4.47M Buy
90,674
+2,478
+3% +$117K 2.12% 14
2024
Q2 		$4.06M Sell
88,196
-357
-0.4% -$16.5K 2.03% 14
2024
Q1 		$4.26M Buy
88,553
+5,006
+6% +$228K 2.14% 13
2023
Q4 		$3.9M Buy
83,547
+4,314
+5% +$177K 2.13% 13
2023
Q3 		$3.14M Buy
79,233
+9,818
+14% +$428K 1.86% 14
2023
Q2 		$3.1M Buy
69,415
+6,150
+10% +$258K 1.74% 15
2023
Q1 		$2.7M Buy
63,265
+6,298
+11% +$268K 1.55% 16
2022
Q4 		$2.25M Sell
56,967
-6,903
-11% -$280K 1.3% 20
2022
Q3 		$2.46M Buy
63,870
+2,777
+5% +$121K 1.49% 18
2022
Q2 		$2.48M Buy
61,093
+3,696
+6% +$166K 1.48% 19
2022
Q1 		$2.98M Buy
57,397
+4,575
+9% +$238K 1.48% 20
2021
Q4 		$3.11M Buy
52,822
+1,097
+2% +$68.7K 1.47% 20
2021
Q3 		$3.15M Buy
51,725
+3,588
+7% +$228K 1.57% 20
2021
Q2 		$3.22M Sell
48,137
-3,509
-7% -$231K 1.6% 20
2021
Q1 		$3.5M Sell
51,646
-4,993
-9% -$338K 1.68% 19
2020
Q4 		$3.27M Buy
56,639
+3,342
+6% +$167K 1.63% 21
2020
Q3 		$2.28M Sell
53,297
-2,004
-4% -$82.7K 1.27% 22
2020
Q2 		$2.06M Buy
55,301
+5,208
+10% +$174K 1.28% 24
2020
Q1 		$1.43M Buy
50,093
+367
+0.7% +$12.7K 1.13% 24
2019
Q4 		$1.79M Buy
49,726
+4,030
+9% +$138K 1.19% 22
2019
Q3 		$1.51M Buy
45,696
+2,820
+7% +$94.5K 1.03% 23
2019
Q2 		$1.46M Buy
42,876
+21,335
+99% +$685K 1.02% 23
2019
Q1 		$676K Buy
+21,541
New +$650K 0.47% 23

Other funds holding KOMP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Towerpoint Wealth's KOMP Position: Q3 2026 in Review

Towerpoint Wealth reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 51% in Q3 2026, selling an estimated $1.8M and leaving 25,697 shares worth $1.71M. The position accounts for 0.6% of the portfolio, ranked #35.

Towerpoint Wealth first reported a position in KOMP in Q1 2019 and has held it in 31 quarters since. The position peaked at $6.24M in Q3 2025. 12 funds tracked by Wall St. Rank hold KOMP as of Q3 2026.

  • Towerpoint Wealth held 25,697 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1.71M as of Q3 2026.
  • Towerpoint Wealth sold 26,551 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2026, an estimated $1.8M.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up 0.6% of Towerpoint Wealth's portfolio in Q3 2026, its #35 holding.
  • Towerpoint Wealth first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2019 and has held it in 31 quarters since.
  • Towerpoint Wealth's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $6.24M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.