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

15

Shares Held

72.4K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

13.4K
Shares

$442,249
0.32% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7K
Shares

$384,885
0.0% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

11.2K
Shares

$369,178
0.32% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.4K
Shares

$344,019
0.01% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

10.1K
Shares

$332,099
0.03% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

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