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 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

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

Towerpoint Wealth's KOMP Position: Q2 2026 in Review

Towerpoint Wealth reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 36% in Q2 2026, selling an estimated $1.98M and leaving 52,248 shares worth $3.74M. The position accounts for 1.29% of the portfolio, ranked #21.

Towerpoint Wealth first reported a position in KOMP in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.24M in Q3 2025. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Towerpoint Wealth held 52,248 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $3.74M as of Q2 2026.
Towerpoint Wealth sold 29,183 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $1.98M.
State Street SPDR S&P Kensho New Economies Composite ETF made up 1.29% of Towerpoint Wealth's portfolio in Q2 2026, its #21 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 30 quarters since.
Towerpoint Wealth's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $6.24M in Q3 2025.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.