Capital Analysts, LLC Spdr S&P Kensho Intelligent St Transaction History

Capital Analysts, LLC

$2.49 Billion
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$31.78 - $35.62 $1,016 - $1,139	32 Added 1.72%	1,895 $63,000
Q1 2024 May 14, 2024	BUY	$31.55 - $34.69 $31 - $34	1 Added 0.05%	1,863 $65,000
Q3 2023 Nov 13, 2023	SELL	$31.59 - $38.11 $5,022 - $6,059	-159 Reduced 7.87%	1,862 $59,000
Q2 2023 Aug 11, 2023	BUY	$31.62 - $36.22 $1,043 - $1,195	33 Added 1.66%	2,021 $73,000
Q1 2023 May 05, 2023	BUY	$32.24 - $38.04 $33,142 - $39,105	1,028 Added 107.08%	1,988 $69,000
Q4 2022 Feb 08, 2023	BUY	$30.98 - $36.56 $20,632 - $24,348	666 Added 226.53%	960 $31,000
Q3 2022 Nov 14, 2022	BUY	$31.94 - $40.59 $31 - $40	1 Added 0.34%	294 $9,000
Q2 2022 Aug 12, 2022	BUY	$32.01 - $41.75 $32 - $41	1 Added 0.34%	293 $9,000
Q1 2022 May 12, 2022	BUY	$37.18 - $45.87 $37 - $45	1 Added 0.34%	292 $12,000
Q4 2021 Feb 10, 2022	BUY	$43.17 - $49.72 $1,769 - $2,038	41 Added 16.4%	291 $13,000
Q3 2021 Nov 04, 2021	BUY	$43.67 - $47.59 $10,917 - $11,897	250 New	250 $11,000

Others Institutions Holding SIMS

# of Institutions

16

Shares Held

83.6K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

13.4K
Shares

$423,582
0.32% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7K
Shares

$368,639
0.0% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

11.2K
Shares

$353,594
0.32% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.4K
Shares

$329,498
0.01% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

10.1K
Shares

$318,080
0.03% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

Ticker SIMS
Sector ETFs
Industry ETFs

More about SIMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.