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State Street SPDR S&P Kensho New Economies Composite ETF

147 hedge funds and large institutions have $2.16B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

8% more funds holding

Funds holding: 136147 (+11)

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

2.16% less ownership

Funds ownership: 92.03%89.87% (-2.2%)

8% less capital invested

Capital invested by funds: $2.35B → $2.16B (-$192M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
44
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.78B -$123M -1,971,411 -6%
Betterment LLC
2
Betterment LLC
New York
$89.3M -$669K -10,766 -0.7%
MWA
3
Midland Wealth Advisors
Illinois
$68.7M +$8.71M +140,108 +14%
SA
4
Strategic Advocates
Utah
$35.3M +$1.05M +16,890 +3%
Morgan Stanley
5
Morgan Stanley
New York
$14.7M -$3.86M -62,095 -20%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$13.5M +$302K +4,866 +2%
MWM
7
Moulton Wealth Management
Washington
$11.5M +$8.93M +143,653 New
LPL Financial
8
LPL Financial
California
$9.97M +$1.81M +29,053 +21%
SPFSPD
9
Sava Pension Fund (Sava Penzisko Drushtvo)
$9.9M
Mariner
10
Mariner
Kansas
$9.36M -$444K -7,149 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.51M -$51.2K -824 -0.6%
Wells Fargo
12
Wells Fargo
California
$6.13M +$1.24M +20,013 +24%
FGG
13
Financial Guidance Group
Florida
$5.93M +$271K +4,360 +5%
ACA
14
Aptus Capital Advisors
Alabama
$5.93M +$260K +4,187 +4%
TW
15
Towerpoint Wealth
California
$5.91M -$77.4K -1,245 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$5.87M +$349K +5,618 +6%
Bank of America
17
Bank of America
North Carolina
$5.4M +$313K +5,030 +6%
MOS
18
MGO One Seven
Ohio
$4.18M +$19.8K +318 +0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.16M +$577K +9,282 +15%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3.65M -$86.2K -1,387 -2%
EWS
21
Evergreen Wealth Solutions
Pennsylvania
$3.29M +$3.42M +55,012 New
FEG
22
Financial Enhancement Group
Indiana
$2.95M +$561K +9,028 +25%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$2.83M +$265K +4,261 +10%
AWM
24
Austin Wealth Management
Texas
$2.48M +$126K +2,027 +6%
Lido Advisors
25
Lido Advisors
California
$2.37M

KOMP Hedge Fund Activity: Q4 2025 in Review

147 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2025, worth a combined $2.16B — down 8.2% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KOMP positions and 16 closed out — a net gain of 13 holders — while 44 added to existing stakes and 41 trimmed.

The largest buyer was Moulton Wealth Management, opening a new position worth an estimated $8.93M. The largest seller was Financial Engines Advisors, cutting an estimated $123M.

  • 147 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2025, up from 136 in Q3 2025.
  • Funds reported $2.16B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2025, down 8.2% quarter-over-quarter.
  • 29 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2025 and 16 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2025 was Moulton Wealth Management, an estimated $8.93M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2025 was Financial Engines Advisors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2025.