Latest Institutional Sells of Spdr S&P Kensho Intelligent St (SIMS)
This list provides information on the latest institutional transactions involving Spdr S&P Kensho Intelligent St (SIMS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-19.7K- 56.88% |
$635K - $736K
|
14.9K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.38K- 21.69% |
$109K - $126K
|
12.2K
$438K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-788- 10.89% |
$25.4K - $29.4K
|
6.45K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-658- 9.26% |
$21.2K - $24.6K
|
6.45K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-380- 28.68% |
$12.2K - $14.2K
|
945
$33.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-247- 3.78% |
$7.96K - $9.23K
|
6.29K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-168- 46.28% |
$5.41K - $6.27K
|
195
$7K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-133- 1.42% |
$4.29K - $4.97K
|
9.23K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 13.02% |
$2.51K - $2.91K
|
521
$18.7K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-413- 3.63% |
$13.1K - $14.7K
|
11K
$393K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.96K- 23.37% |
$61.7K - $67.9K
|
6.42K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 37.5% |
$4.73K - $5.2K
|
250
$8.97K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-215- 53.09% |
$6.79K - $8.19K
|
190
$6.82K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.59K- 35.35% |
$116K - $136K
|
6.56K
$235K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 25.2% |
$106K - $125K
|
10.1K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-365- 16.61% |
$11.3K - $13.3K
|
1.83K
$65.8K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.45K- 29.92% |
$302K - $384K
|
22.1K
$794K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.21K- 10.65% |
$103K - $130K
|
26.9K
$967K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-470- 36.38% |
$15K - $19.1K
|
822
$29.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-221- 77.27% |
$7.06K - $8.97K
|
65
$2.33K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.31KClosed |
$74K - $96.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-200Closed |
$6.4K - $8.35K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-100Closed |
$3.2K - $4.18K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25Closed |
$800 - $1.04K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
$385K - $475K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.5KClosed |
$316K - $390K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.28KClosed |
$196K - $242K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.27K- 88.92% |
$121K - $150K
|
407
$14.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-55Closed |
$2.04K - $2.52K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.2K- 75.25% |
$615K - $708K
|
4.69K
$168K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.38KClosed |
$366K - $399K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$720K - $794K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-2.98KClosed |
$132K - $145K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-940Closed |
$41.6K - $45.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.5KClosed |
$1.38M - $1.57M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-380Closed |
$11.2K - $12.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-60.9KClosed |
$1.32M - $1.92M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.04KClosed |
$160K - $269K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-102Closed |
$2.9K - $3.35K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 09, 2018
Q3 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-325Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|