Wealthcare Advisory Partners’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Wealthcare Advisory Partners’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	$3.33M	Sell	46,566 -921	-2%	-$62.5K	0.06%	249
2026 Q1	$2.78M	Buy	47,487 +162	+0.3%	+$10.1K	0.05%	293
2025 Q4	$2.83M	Buy	47,325 +4,261	+10%	+$265K	0.06%	283
2025 Q3	$2.68M	Sell	43,064 -1,497	-3%	-$86.5K	0.06%	279
2025 Q2	$2.42M	Buy	44,561 +5,014	+13%	+$245K	0.06%	290
2025 Q1	$1.84M	Sell	39,547 -2,001	-5%	-$102K	0.05%	298
2024 Q4	$2.11M	Sell	41,548 -1,376	-3%	-$71K	0.06%	261
2024 Q3	$2.12M	Sell	42,924 -1,158	-3%	-$54.9K	0.06%	258
2024 Q2	$2.03M	Sell	44,082 -3,370	-7%	-$156K	0.06%	231
2024 Q1	$2.28M	Buy	47,452 +270	+0.6%	+$12.3K	0.07%	212
2023 Q4	$2.2M	Sell	47,182 -5,210	-10%	-$214K	0.09%	182
2023 Q3	$2.07M	Sell	52,392 -2,831	-5%	-$123K	0.1%	169
2023 Q2	$2.46M	Sell	55,223 -4,831	-8%	-$203K	0.11%	157
2023 Q1	$2.56M	Sell	60,054 -6,781	-10%	-$289K	0.11%	151
2022 Q4	$2.63M	Sell	66,835 -2,090	-3%	-$84.8K	0.13%	137
2022 Q3	$2.66M	Buy	68,925 +9,829	+17%	+$428K	0.15%	115
2022 Q2	$2.4M	Buy	59,096 +35,950	+155%	+$1.62M	0.15%	104
2022 Q1	$1.2M	Buy	23,146 +5,367	+30%	+$279K	0.07%	162
2021 Q4	$1.05M	Buy	17,779 +5,368	+43%	+$336K	0.06%	191
2021 Q3	$756K	Buy	+12,411	New	+$788K	0.05%	233

Other funds holding KOMP

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealthcare Advisory Partners's KOMP Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 1.9% in Q2 2026, selling an estimated $62.5K and leaving 46,566 shares worth $3.33M. The position accounts for 0.06% of the portfolio, ranked #249.

Wealthcare Advisory Partners first reported a position in KOMP in Q3 2021 and has held it in 20 quarters since. 29 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

Wealthcare Advisory Partners held 46,566 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $3.33M as of Q2 2026.
Wealthcare Advisory Partners sold 921 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $62.5K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #249 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2021 and has held it in 20 quarters since.
29 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.