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 68,078 shares, which have been reported (via 13F filing form) to have a value of $2.75 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
13,545
shares
|
$547,624
0.04% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
12,735
shares
|
$514,876
0.33% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
10,661
shares
|
$431,024
0.29% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
10,342
shares
|
$418,127
0.01% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,511
shares
|
$303,669
0.0% of portfolio
|
Q2 2025
Reduced 22.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,288
shares
|
$254,223
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,928
shares
|
$118,379
0.0% of portfolio
|
Q2 2025
Added 43.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,925
shares
|
$118,257
0.0% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
504
shares
|
$20,376
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
241
shares
|
$9,743
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
224
shares
|
$9,056
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
134
shares
|
$5,417
0.0% of portfolio
|
Q2 2025
Reduced 31.63%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
40
shares
|
$1,617
0.0% of portfolio
|
Q4 2024
Reduced 92.32%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|