SPDR S&P Kensho New Economies Composite

KOMP • ARCA

SPDR S&P Kensho New Economies Composite is an exchange-traded fund on ARCA. As of Q3 2025, 132 institutional investors hold shares in this ETF, with total holdings valued at $2.3B. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $2.0B.

Overview

Overview of institutional ownership in KOMP as of Q3 2025

All Institutions

Institutions: 132
Value Held: $2.3B
Shares Held: 37.6M
Avg Position: $17.7M
Median Position: $270.5K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in KOMP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F Financial Engines Advisors L.L.C. Institution	-	$2.0B 3.78% of portfolio	31.8M shares	Q1 2019 Held for 6y 8m	$52.4B
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$93.8M 0.20% of portfolio	1.5M shares	Q4 2021 Held for 3y 11m	$47.3B
MIDLAND WEALTH ADVISORS LLC RIA/Wealth	Danny Leon Stevenson CEO	$62.8M 3.36% of portfolio	1.0M shares	Q3 2025 Held for 2 months	$1.9B
Strategic Advocates LLC RIA/Wealth	James Patrick Jenkins Managing Partner	$35.5M 9.25% of portfolio	570.2K shares	Q4 2023 Held for 1y 11m	$384.0M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$19.2M 0.00% of portfolio	308.1K shares	Q2 2020 Held for 5y 5m	$1.65T
Baird Financial Group, Inc. Private Equity	Paul Lee Schultz General Counsel	$13.8M 0.02% of portfolio	221.0K shares	Q3 2024 Held for 1y 2m	$62.0B
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$10.2M 0.01% of portfolio	163.9K shares	Q3 2021 Held for 4y 2m	$77.3B
R ROYAL BANK OF CANADA Institution	-	$8.9M 0.00% of portfolio	143.4K shares	Q3 2019 Held for 6y 2m	$542.04B
L LPL Financial LLC Institution	-	$8.6M 0.00% of portfolio	137.8K shares	Q2 2020 Held for 5y 5m	$340.07B
Towerpoint Wealth, LLC RIA/Wealth	Joseph Frederick Eschleman CCO	$6.2M 2.55% of portfolio	100.3K shares	Q1 2019 Held for 6y 8m	$244.4M

Net Capital Flow

Institutional buying and selling activity for KOMP in Q3 2025

Net Flow: −$153.6M
Buyers: 38
Sellers: 53
Total Bought: +$19.9M
Total Sold: −$173.4M
Avg Position: $18.8M

Biggest Buyers

Institution	Net Bought	Current Position
Baird Financial Group, Inc. Private Equity	+$7.3M +117.4K shares	$13.8M 221.0K shares
WELLS FARGO & COMPANY/MN Institution	+$3.7M +59.5K shares	$5.1M 82.7K shares
RFG Advisory Group, LLC RIA/Wealth	+$3.3M +52.4K shares	$3.3M 52.4K shares
Strategic Advocates LLC RIA/Wealth	+$1.2M +19.2K shares	$35.5M 570.2K shares
F Financial Enhancement Group LLC RIA/Wealth	+$1.2M +17.9K shares	$2.3M 36.0K shares
L LPL Financial LLC Institution	+$631.7K +10.1K shares	$8.6M 137.8K shares
BANK OF AMERICA CORP /DE/ Institution	+$542.2K +8.7K shares	$5.3M 85.4K shares
Cetera Investment Advisers RIA/Wealth	+$294.5K +4.7K shares	$1.6M 26.5K shares
G Global Financial Private Client, LLC RIA/Wealth	+$236.9K +3.8K shares	$236.9K 3.8K shares
Aptus Capital Advisors, LLC ETF Provider	+$163.1K +2.6K shares	$5.9M 95.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
F Financial Engines Advisors L.L.C. Institution	−$156.9M −2.5M shares	$2.0B 31.8M shares
MORGAN STANLEY RIA/Wealth	−$2.8M −45.6K shares	$19.2M 308.1K shares
UBS Group AG Institution	−$1.7M −26.9K shares	$567.9K 9.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.6M −30.1K shares	Sold Off 0 shares
PENOBSCOT WEALTH MANAGEMENT RIA/Wealth	−$1.5M −23.5K shares	$1.6M 26.2K shares
GOLDMAN SACHS GROUP INC Institution	−$1.0M −19.2K shares	Sold Off 0 shares
G GTS SECURITIES LLC Institution	−$1.0M −18.4K shares	Sold Off 0 shares
SILVER OAK SECURITIES, Inc RIA/Wealth	−$938.2K −17.3K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$746.5K −13.7K shares	Sold Off 0 shares
Betterment LLC RIA/Wealth	−$706.8K −11.4K shares	$93.8M 1.5M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited KOMP in Q3 2025

New Positions: 12
New Value: $67.4M
Exited Positions: 11
Exited Value: $6.3M

New Positions

Institution	Position Value
MIDLAND WEALTH ADVISORS LLC RIA/Wealth	$62.8M 1.0M shares
Lido Advisors, LLC RIA/Wealth	$2.4M 38.0K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$1.9M 30.0K shares
Frederick Financial Consultants, LLC RIA/Wealth	$228.4K 3.7K shares
B BlackRock, Inc. Institution	$31.3K 503.0 shares
Pacific Center for Financial Services Real Assets	$27.2K 437.0 shares
Triumph Capital Management RIA/Wealth	$12.2K 196.0 shares
V Versant Capital Management, Inc RIA/Wealth	$3.5K 56.0 shares
R Rossby Financial, LCC RIA/Wealth	$3.1K 50.0 shares
A AdvisorNet Financial, Inc Institution	$2.9K 47.0 shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.6M 30.1K shares
GOLDMAN SACHS GROUP INC Institution	$1.0M 19.2K shares
G GTS SECURITIES LLC Institution	$1.0M 18.4K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	$938.2K 17.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$746.5K 13.7K shares
T Tower Research Capital LLC Institution	$497.3K 9.1K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	$311.1K 5.7K shares
Bellwether Advisors, LLC RIA/Wealth	$64.1K 1.2K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$21.5K 397.0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$7.7K 142.0 shares

Options Activity

Institutions with the largest Call and Put options positions in KOMP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with KOMP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Strategic Advocates LLC RIA/Wealth	James Patrick Jenkins Managing Partner	9.25% $35.5M	570.2K shares	Q4 2023 Held for 1y 11m	$384.0M
F Financial Engines Advisors L.L.C. Institution	-	3.78% $2.0B	31.8M shares	Q1 2019 Held for 6y 8m	$52.4B
MIDLAND WEALTH ADVISORS LLC RIA/Wealth	Danny Leon Stevenson CEO	3.36% $62.8M	1.0M shares	Q3 2025 Held for 2 months	$1.9B
Financial Guidance Group, Inc. RIA/Wealth	Christoph Simpson Von Dem Bussche CEO	2.70% $5.9M	94.9K shares	Q1 2022 Held for 3y 8m	$219.2M
Towerpoint Wealth, LLC RIA/Wealth	Joseph Frederick Eschleman CCO	2.55% $6.2M	100.3K shares	Q1 2019 Held for 6y 8m	$244.4M
McCarthy & Cox RIA/Wealth	James B Cox CEO	1.44% $3.5M	56.7K shares	Q3 2024 Held for 1y 2m	$244.5M
Lunt Capital Management, Inc. RIA/Wealth	John Larry Lunt President	0.99% $2.6M	41.4K shares	Q2 2023 Held for 2y 5m	$259.8M
Comprehensive Money Management Services LLC RIA/Wealth	Donald Ray Rice Chairman	0.89% $1.3M	20.3K shares	Q4 2024 Held for 11 months	$141.3M
A Advantage Trust Co Institution	-	0.67% $1.5M	24.0K shares	Q4 2023 Held for 1y 11m	$221.3M
PENOBSCOT WEALTH MANAGEMENT RIA/Wealth	Craig Arthur Joncas CEO	0.52% $1.6M	26.2K shares	Q4 2021 Held for 3y 11m	$311.6M