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

UBS Group’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	$1.78M	Sell	24,886 -8,258	-25%	-$560K	﹤0.01%	5211
2026 Q1	$1.94M	Buy	33,144 +20,999	+173%	+$1.31M	﹤0.01%	5002
2025 Q4	$725K	Buy	12,145 +3,023	+33%	+$188K	﹤0.01%	5835
2025 Q3	$568K	Sell	9,122 -26,874	-75%	-$1.55M	﹤0.01%	5998
2025 Q2	$1.96M	Buy	35,996 +31,032	+625%	+$1.52M	﹤0.01%	4849
2025 Q1	$231K	Buy	4,964 +1,745	+54%	+$89.1K	﹤0.01%	6448
2024 Q4	$164K	Sell	3,219 -1,262	-28%	-$65.2K	﹤0.01%	6582
2024 Q3	$221K	Sell	4,481 -692	-13%	-$32.8K	﹤0.01%	5794
2024 Q2	$238K	Sell	5,173 -10,922	-68%	-$506K	﹤0.01%	5544
2024 Q1	$774K	Sell	16,095 -8,323	-34%	-$379K	﹤0.01%	4820
2023 Q4	$1.14M	Buy	24,418 +8,307	+52%	+$341K	﹤0.01%	4375
2023 Q3	$638K	Buy	16,111 +1,150	+8%	+$50.1K	﹤0.01%	4465
2023 Q2	$667K	Sell	14,961 -14,056	-48%	-$590K	﹤0.01%	4574
2023 Q1	$1.24M	Buy	29,017 +12,740	+78%	+$543K	﹤0.01%	3909
2022 Q4	$642K	Sell	16,277 -2,993	-16%	-$121K	﹤0.01%	4471
2022 Q3	$744K	Sell	19,270 -2,454	-11%	-$107K	﹤0.01%	3995
2022 Q2	$881K	Sell	21,724 -4,221	-16%	-$190K	﹤0.01%	3836
2022 Q1	$1.35M	Sell	25,945 -3,635	-12%	-$189K	﹤0.01%	3815
2021 Q4	$1.74M	Sell	29,580 -2,886	-9%	-$181K	﹤0.01%	3859
2021 Q3	$1.98M	Buy	32,466 +21,016	+184%	+$1.33M	﹤0.01%	3585
2021 Q2	$765K	Buy	11,450 +4,474	+64%	+$295K	﹤0.01%	4399
2021 Q1	$473K	Buy	+6,976	New	+$473K	﹤0.01%	4914
2020 Q3	–	Sell	-322	Closed	-$12K	–	8223
2020 Q2	$12K	Buy	322 +248	+335%	+$8.29K	﹤0.01%	6889
2020 Q1	$2K	Sell	74 -1,022	-93%	-$35.4K	﹤0.01%	7618
2019 Q4	$40K	Buy	+1,096	New	+$37.6K	﹤0.01%	6478

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

UBS Group's KOMP Position: Q2 2026 in Review

UBS Group reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 25% in Q2 2026, selling an estimated $560K and leaving 24,886 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #5211.

UBS Group first reported a position in KOMP in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.98M in Q3 2021. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

UBS Group held 24,886 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1.78M as of Q2 2026.
UBS Group sold 8,258 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $560K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5211 holding.
UBS Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2019 and has held it in 25 quarters since.
UBS Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.98M in Q3 2021.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.