Institutional Ownership Spdr S&P Kensho Intelligent St (SIMS)
This table provides information about the institutional ownership of Spdr S&P Kensho Intelligent St (SIMS). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 70,454 shares, which have been reported (via 13F filing form) to have a value of $2.35 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
13,166
shares
|
$438,691
0.31% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
13,046
shares
|
$434,692
0.04% of portfolio
|
Q1 2025
Added 29.36%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
10,861
shares
|
$361,888
0.27% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
10,447
shares
|
$348,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
9,702
shares
|
$323,270
0.0% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,288
shares
|
$209,516
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,190
shares
|
$139,610
0.0% of portfolio
|
Q1 2025
Reduced 28.4%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,039
shares
|
$67,939
0.0% of portfolio
|
Q1 2025
Added 26.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
241
shares
|
$8,030
0.0% of portfolio
|
Q1 2025
Added 164.84%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
223
shares
|
$7,430
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
196
shares
|
$6,530
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
40
shares
|
$1,332
0.0% of portfolio
|
Q4 2024
Reduced 92.32%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
15
shares
|
$499
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|