Better Money Decisions, LLC Spdr S&P Kensho Intelligent St Transaction History

Better Money Decisions, LLC

$149 Million
Q1 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$31.78 - $35.62 $635 - $712	20 Added 0.31%	6,458 $214,000
Q1 2024 May 01, 2024	SELL	$31.55 - $34.69 $69,693 - $76,630	-2,209 Reduced 25.55%	6,438 $223,000
Q4 2023 Jan 23, 2024	BUY	$28.32 - $35.09 $509 - $631	18 Added 0.21%	8,647 $298,000
Q3 2023 Nov 08, 2023	BUY	$31.59 - $38.11 $884 - $1,067	28 Added 0.33%	8,629 $274,000
Q2 2023 Aug 09, 2023	BUY	$31.62 - $36.22 $1,391 - $1,593	44 Added 0.51%	8,601 $309,000
Q1 2023 May 03, 2023	BUY	$32.24 - $38.04 $1,257 - $1,483	39 Added 0.46%	8,557 $296,000
Q4 2022 Feb 14, 2023	BUY	$30.98 - $36.56 $30 - $36	1 Added 0.01%	8,518 $278,000
Q3 2022 Oct 28, 2022	BUY	$31.94 - $40.59 $31 - $40	1 Added 0.01%	8,517 $274,000
Q2 2022 Aug 05, 2022	BUY	$32.01 - $41.75 $64 - $83	2 Added 0.02%	8,516 $273,000
Q4 2021 Feb 14, 2022	BUY	$43.17 - $49.72 $820 - $944	19 Added 0.22%	8,514 $387,000
Q3 2021 Oct 28, 2021	BUY	$43.67 - $47.59 $349 - $380	8 Added 0.09%	8,495 $371,000
Q2 2021 Jul 22, 2021	BUY	$44.25 - $48.78 $1,681 - $1,853	38 Added 0.45%	8,487 $406,000
Q1 2021 May 04, 2021	BUY	$41.63 - $46.46 $351,731 - $392,540	8,449 New	8,449 $384,000

Others Institutions Holding SIMS

# of Institutions

15

Shares Held

70.8K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

13.2K
Shares

$491,486
0.31% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

13K
Shares

$487,007
0.04% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

10.7K
Shares

$397,975
0.29% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.4K
Shares

$389,986
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

9.7K
Shares

$362,175
0.0% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

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