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 Q2	$1.87M	Buy	26,168 +1,260	+5%	+$85.5K	0.45%	61
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 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

WealthCare Investment Partners's KOMP Position: Q2 2026 in Review

WealthCare Investment Partners increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 5.1% in Q2 2026, buying an estimated $85.5K and bringing the position to 26,168 shares worth $1.87M. The position accounts for 0.45% of the portfolio, ranked #61.

WealthCare Investment Partners first reported a position in KOMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2021. 161 funds tracked by Wall St. Rank hold KOMP as of Q2 2026.

WealthCare Investment Partners held 26,168 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1.87M as of Q2 2026.
WealthCare Investment Partners bought 1,260 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2026, an estimated $85.5K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.45% of WealthCare Investment Partners's portfolio in Q2 2026, its #61 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 19 quarters since.
WealthCare Investment Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.91M in Q4 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 WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.