Purchases and Sales Made in Q3 2021 in Spdr S&P Kensho Intelligent St (SIMS)
This table provides information about the institutional ownership of Spdr S&P Kensho Intelligent St (SIMS) during Q3 2021. The information is specifically focused on institutions that hold shares of SPDR S&P KENSHO INTELLIGENT ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$452K - $492K
|
10.3K
$357K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.6K+ 41.62% |
$376K - $409K
|
29.3K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.49K+ 158.93% |
$327K - $356K
|
12.2K
$422K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.15K+ 18.41% |
$312K - $340K
|
46K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.85KNew |
$299K - $326K
|
6.85K
$237K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
4.07K+ 8.6% |
$178K - $194K
|
51.4K
$1.78M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4K+ 6.01% |
$175K - $190K
|
70.6K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.01K+ 2.61% |
$131K - $143K
|
118K
$4.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.01K+ 52.88% |
$131K - $143K
|
8.69K
$300K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.73K+ 39.66% |
$119K - $130K
|
9.62K
$332K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.43K+ 552.95% |
$106K - $116K
|
2.87K
$99.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 21.19% |
$82.8K - $90.2K
|
10.8K
$375K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.22K+ 25.96% |
$53.1K - $57.8K
|
5.9K
$204K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 12.42% |
$49.9K - $54.3K
|
10.3K
$357K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
823+ 4.54% |
$35.9K - $39.2K
|
18.9K
$654K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
763New |
$33.3K - $36.3K
|
763
$26.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
592New |
$25.9K - $28.2K
|
592
$20.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$10.9K - $11.9K
|
250
$8.64K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
226+ 3.31% |
$9.87K - $10.8K
|
7.06K
$244K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
87New |
$3.8K - $4.14K
|
87
$3.01K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
50New |
$2.18K - $2.38K
|
50
$1.73K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
8+ 0.09% |
$349 - $381
|
8.5K
$294K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 0.07% |
$175 - $190
|
5.58K
$193K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$43.7 - $47.6
|
284
$9.82K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-30- 0.78% |
$1.31K - $1.43K
|
3.8K
$131K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-438- 1.87% |
$19.1K - $20.8K
|
23K
$796K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.54K- 14.7% |
$67.2K - $73.2K
|
8.93K
$309K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.69K- 50.57% |
$73.7K - $80.3K
|
1.65K
$57K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.74K- 42.3% |
$120K - $131K
|
3.74K
$129K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.46KClosed |
$151K - $165K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.43K- 19.85% |
$193K - $211K
|
17.9K
$618K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.12KClosed |
$224K - $244K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.38KClosed |
$366K - $399K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-44.6K- 83.07% |
$1.95M - $2.12M
|
9.09K
$314K
|