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

WealthCare Investment 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
Q1 		$1.52M Buy
24,908
+243
+1% +$15.2K 0.42% 64
2025
Q4 		$1.51M Buy
24,665
+378
+2% +$23.5K 0.44% 64
2025
Q3 		$1.53M Buy
24,287
+1,407
+6% +$81.3K 0.5% 64
2025
Q2 		$1.27M Buy
22,880
+1,074
+5% +$52.5K 0.46% 64
2025
Q1 		$933K Buy
21,806
+2,708
+14% +$138K 0.4% 63
2024
Q4 		$974K Sell
19,098
-407
-2% -$21K 0.42% 62
2024
Q3 		$958K Buy
19,505
+65
+0.3% +$3.08K 0.42% 59
2024
Q2 		$896K Sell
19,440
-158
-0.8% -$7.32K 0.42% 63
2024
Q1 		$942K Buy
19,598
+343
+2% +$15.6K 0.46% 58
2023
Q4 		$873K Buy
19,255
+318
+2% +$13.1K 0.48% 55
2023
Q3 		$745K Buy
18,937
+489
+3% +$21.3K 0.45% 58
2023
Q2 		$828K Sell
18,448
-577
-3% -$24.2K 0.5% 53
2023
Q1 		$812K Buy
19,025
+2,837
+18% +$121K 0.49% 53
2022
Q4 		$638K Sell
16,188
-6,522
-29% -$265K 0.43% 55
2022
Q3 		$876K Sell
22,710
-904
-4% -$39.3K 0.72% 42
2022
Q2 		$957K Sell
23,614
-336
-1% -$15.1K 0.82% 40
2022
Q1 		$1.2M Sell
23,950
-8,390
-26% -$436K 1.06% 27
2021
Q4 		$1.91M Buy
+32,340
New +$2.03M 1.84% 14

Other funds holding KOMP

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthCare Investment Partners's KOMP Position: Q1 2026 in Review

WealthCare Investment Partners increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 0.99% in Q1 2026, buying an estimated $15.2K and bringing the position to 24,908 shares worth $1.52M. The position accounts for 0.42% of the portfolio, ranked #64.

WealthCare Investment Partners first reported a position in KOMP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q4 2021. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

  • WealthCare Investment Partners held 24,908 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1.52M as of Q1 2026.
  • WealthCare Investment Partners bought 243 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2026, an estimated $15.2K.
  • State Street SPDR S&P Kensho New Economies Composite ETF made up 0.42% of WealthCare Investment Partners's portfolio in Q1 2026, its #64 holding.
  • WealthCare Investment Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.91M in Q4 2021.
  • 151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.