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

United Financial Planning 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 		$13.9K Hold
195
– – 0.01% 202
2026
Q1 		$11.4K Buy
+195
New +$12.2K 0.01% 195

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

United Financial Planning Group's KOMP Position: Q2 2026 in Review

United Financial Planning Group held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q2 2026 at 195 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #202.

United Financial Planning Group first reported a position in KOMP in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

  • United Financial Planning Group held 195 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $13.9K as of Q2 2026.
  • United Financial Planning Group left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #202 holding.
  • United Financial Planning Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2026 and has held it in 2 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 United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.