Latest Institutional Transactions on Spdr S&P Kensho Intelligent St (SIMS)
This table provides information on the latest institutional transactions involving Spdr S&P Kensho Intelligent St (SIMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
330New |
$11.9K - $14.2K
|
330
$14.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
65New |
$2.33K - $2.8K
|
65
$2.81K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.17KNew |
$186K - $223K
|
5.17K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60- 2.05% |
$2.15K - $2.59K
|
2.87K
$124K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45- 33.58% |
$1.62K - $1.94K
|
89
$3.85K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-685- 23.39% |
$24.6K - $29.5K
|
2.24K
$96.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
57+ 142.5% |
$2.05K - $2.46K
|
97
$4.19K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.92KNew |
$177K - $212K
|
4.92K
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-160- 1.26% |
$5.75K - $6.9K
|
12.6K
$543K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.03K- 9.63% |
$36.9K - $44.3K
|
9.63K
$416K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
100New |
$3.59K - $4.31K
|
100
$4.32K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.2% |
$35.9 - $43.1
|
505
$21.8K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.42% |
$26.7 - $35.5
|
241
$10.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.45% |
$26.7 - $35.5
|
224
$9.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-105- 1.01% |
$2.8K - $3.73K
|
10.3K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.19K- 22.58% |
$58.5K - $77.8K
|
7.51K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
499+ 3.82% |
$13.3K - $17.7K
|
13.5K
$585K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.1KNew |
$208K - $229K
|
6.1K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-139- 2.16% |
$4.73K - $5.22K
|
6.31K
$273K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-380- 28.68% |
$12.2K - $14.2K
|
945
$40.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-247- 3.78% |
$7.96K - $9.23K
|
6.29K
$272K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32+ 1.72% |
$1.02K - $1.14K
|
1.9K
$81.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6KNew |
$399K - $448K
|
12.6K
$543K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
20+ 0.31% |
$636 - $712
|
6.46K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-413- 3.63% |
$13.1K - $14.7K
|
11K
$473K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.24% |
$31.8 - $35.6
|
417
$18K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
666New |
$21.2K - $23.7K
|
666
$28.8K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 558.9% |
$775K - $852K
|
29K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.96K- 23.37% |
$61.7K - $67.9K
|
6.42K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 37.5% |
$4.73K - $5.2K
|
250
$10.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
280New |
$8.83K - $9.71K
|
280
$12.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$3.16K - $3.47K
|
100
$4.32K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-215- 53.09% |
$6.79K - $8.19K
|
190
$8.21K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
94+ 1.27% |
$2.97K - $3.58K
|
7.52K
$325K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$3.16K - $3.62K
|
100
$4.32K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
602+ 6.89% |
$19K - $21.8K
|
9.33K
$403K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$474 - $543
|
15
$648
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.59K- 35.35% |
$116K - $136K
|
6.56K
$283K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$34.1K - $40.2K
|
1.1K
$47.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$3.1K - $3.66K
|
100
$4.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-365- 16.61% |
$11.3K - $13.3K
|
1.83K
$79.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
425+ 62.5% |
$13.2K - $15.5K
|
1.11K
$47.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.81KNew |
$87.1K - $103K
|
2.81K
$121K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 25.2% |
$106K - $125K
|
10.1K
$438K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-470- 36.38% |
$15K - $19.1K
|
822
$35.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.45K- 29.92% |
$302K - $384K
|
22.1K
$956K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-221- 77.27% |
$7.06K - $8.97K
|
65
$2.81K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.21K- 10.65% |
$103K - $130K
|
26.9K
$1.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
186New |
$5.94K - $7.55K
|
186
$8.04K
|
|