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 16 institutions that hold shares in the stock, with a total of 77,357 shares, which have been reported (via 13F filing form) to have a value of $2.67 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
14,939
shares
|
$516,291
0.37% of portfolio
|
Q3 2024
Reduced 56.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,207
shares
|
$421,873
0.0% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,951
shares
|
$378,466
0.01% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,229
shares
|
$318,954
0.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,888
shares
|
$238,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,450
shares
|
$222,912
0.0% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,446
shares
|
$222,773
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,288
shares
|
$217,313
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,969
shares
|
$68,048
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
945
shares
|
$32,659
0.0% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
521
shares
|
$18,005
0.0% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
223
shares
|
$7,706
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
195
shares
|
$6,739
0.0% of portfolio
|
Q3 2024
Reduced 46.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
91
shares
|
$3,144
0.0% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
15
shares
|
$518
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|