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Sunday, August 23, 2026The Morning Brief →Sign in
KOMPSPDR

SPDR S&P Kensho New Economies Composite ETF

$69.24+0.92% today
567552-WK

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to capture companies whose products and services are driving innovation and transforming the global economy through the use of existing and emerging technologies, and rapid developments in robotics, automation, artificial intelligence, connectedness and processing power. The fund is non-diversified.

Price & daily flows
71.165.760.269.24DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET −$150M OVER THIS RANGE

The desk’s read

Money is leaving — −$11M walked out over the past month, about 0.4% of the fund's asset base, while the price has returned +12.8% so far this year. At 0.20% a year it is not the cheapest way in — ITDG runs the same ground at 0.11%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$2.7Bassets under management
0.20%expense ratio · $20 per $10,000 a year
−$11Mnet flow, trailing month
79Kavg daily volume, 30 days
434holdings · US-domiciled
2018listed October 21, 2018 · beta 1.72
The book at a glance
TWST+6.8%DDD+0.9%U+0.8%PTC+0.8%BRKR-0.6%HIMX+0.9%ESLT-0.3%AMBA+1.8%AVAV+0.3%OUST+1.2%KOPN+3.1%NVDA-1.0%SSYS+0.5%UMAC+5.6%TSLA+5.1%RDW+2.1%VUZI-1.7%TDY+0.3%LDOS+0.0%META+0.7%SNAP+0.6%PSN+6.5%ONDS+3.9%NVEC-0.2%OII+1.0%KLAC-1.0%CBT+0.3%ROK+1.3%PRLB+1.0%LQDA-3.4%AXON+2.2%GNRC-0.4%IRDM+1.1%NOC-2.3%HEI+1.3%ENPH+0.7%EMR+1.6%CRS+0.7%ADSK+1.1%CGNX

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1TWSTTWIST BIOSCIENCE1.40%$145.59+6.8%
2DDD3D SYSTEMS1.20%$3.19+0.9%
3UUNITY SOFTWARE1.09%$46.93+0.8%
4PTCPTC1.04%$154.68+0.8%
5BRKRBRUKER1.02%$59.56-0.6%
6HIMXHIMAX TECHNOLOGIES0.99%$13.79+0.9%
7ESLTELBIT SYSTEMS0.95%$741.33-0.3%
8AMBAAMBARELLA0.92%$73.73+1.8%
9AVAVAEROVIRONMENT0.90%$160.22+0.3%
10OUSTOUSTER0.85%$38.42+1.2%
11KOPNKOPIN0.74%$5.04+3.1%
12NVDANVIDIA0.76%$214.72-1.0%
13SSYSSTRATASYS0.74%$7.90+0.5%
14UMACUNUSUAL MACHINES INC0.66%$27.43+5.6%
15TSLATESLA0.66%$362.86+5.1%

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Performance
1 week-3.1%
1 month+4.1%
3 months-1.8%
6 months+10.0%
YTD+12.8%
1 year+18.5%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week−$25M
1 month−$11M
3 months−$44M
YTD−$51M
1 year−$150M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
SepOctNovDecJanFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
28%realized volatility, 30 days (annualized)
26%realized volatility, 1 year
-15.7%deepest fall from a peak, 1 year
-8.0%where it sits vs. that peak today

The top holding is 1.4% of the book; the top ten carry 10%. Spread across 250+ names, it behaves like roughly 182 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
4calls today
puts today
put/call ratio
35Kshares traded
Most-traded holdings, options premiumBullishBearish
TSLA TESLA$842M$785M
MU MICRON TECHNOLOGY$562M$679M
NVDA NVIDIA$348M$395M
COIN COINBASE GLOBAL$197M$180M
MRNA MODERNA$178M$164M

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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