We are live on ! Find out more
KOMP icon

State Street SPDR S&P Kensho New Economies Composite ETF

121 hedge funds and large institutions have $1.81B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 95%93.88% (-1.1%)

8% less capital invested

Capital invested by funds: $1.98B → $1.81B (-$166M)

10% less funds holding

Funds holding: 134121 (-13)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
121
Holders Change
-13
Holders Change %
-9.7%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
36
Reduced
47
Closed
23
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.55B -$10.6M -208,030 -0.6%
Betterment LLC
2
Betterment LLC
New York
$82.4M -$2.71M -53,056 -3%
Morgan Stanley
3
Morgan Stanley
New York
$39.2M +$15.8M +309,133 +58%
SA
4
Strategic Advocates
Utah
$24.9M +$1.07M +21,039 +4%
LPL Financial
5
LPL Financial
California
$8.96M +$54.4K +1,065 +0.6%
Mariner
6
Mariner
Kansas
$7.72M -$624K -12,216 -7%
PCIA
7
Prime Capital Investment Advisors
Kansas
$6.02M +$5.83M +114,111 +745%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.17M +$2.51M +49,120 +79%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.65M -$25K -490 -0.5%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$4.55M +$118K +2,307 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$4.53M -$182K -3,570 -4%
Goldman Sachs
12
Goldman Sachs
New York
$4.38M -$823K -16,107 -15%
TW
13
Towerpoint Wealth
California
$4.35M +$40.8K +798 +0.9%
ACA
14
Aptus Capital Advisors
Alabama
$3.96M +$202K +3,955 +5%
FGG
15
Financial Guidance Group
Florida
$3.95M +$202K +3,955 +5%
Bank of America
16
Bank of America
North Carolina
$3.57M -$90.6K -1,773 -2%
GWM
17
Geneos Wealth Management
Colorado
$3.27M +$1.76M +34,429 +96%
MOS
18
MGO One Seven
Ohio
$3.24M -$128K -2,503 -3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$2.83M -$50.7K -992 -2%
GLA
20
Good Life Advisors
Pennsylvania
$2.32M -$2.67M -52,204 -51%
MC
21
McCarthy & Cox
Ohio
$2.24M +$78.8K +1,543 +3%
PWM
22
Penobscot Wealth Management
Maine
$2.12M -$445K -8,703 -16%
Ameriprise
23
Ameriprise
Minnesota
$1.98M +$34.1K +667 +2%
LCM
24
Lunt Capital Management
Utah
$1.96M +$157K +3,064 +8%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.84M -$102K -2,001 -5%

KOMP Hedge Fund Activity: Q1 2025 in Review

121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2025, worth a combined $1.81B — down 8.4% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOMP and 11 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Financial Engines Advisors, cutting an estimated $10.6M.

  • 121 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2025, down from 134 in Q4 2024.
  • Funds reported $1.81B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2025, down 8.4% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2025 and 23 closed out, a net change of -12 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2025 was Morgan Stanley, an estimated $15.8M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2025.