Institutional Ownership Spdr S&P Kensho Intelligent St (SIMS)
This table provides information about the institutional ownership of Spdr S&P Kensho Intelligent St (SIMS). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 261,500 shares, which have been reported (via 13F filing form) to have a value of $8.61 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
92,500
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2024
Added 13.48%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2024 Q1 2024 |
50,779
shares
|
$1.67 Million
1.38% of portfolio
|
Q1 2024
Reduced 6.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
28,952
shares
|
$953,389
0.0% of portfolio
|
Q1 2024
Added 95.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
16,413
shares
|
$540,480
0.0% of portfolio
|
Q1 2024
Reduced 22.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
11,364
shares
|
$374,216
0.02% of portfolio
|
Q1 2024
Reduced 5.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
8,669
shares
|
$285,470
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
8,084
shares
|
$266,206
0.0% of portfolio
|
Q1 2024
Added 21.44%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
7,669
shares
|
$252,540
0.0% of portfolio
|
Q1 2024
Added 24.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,514
shares
|
$247,436
0.0% of portfolio
|
Q1 2024
Reduced 9.76%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
7,327
shares
|
$241,278
0.02% of portfolio
|
Q1 2024
Added 5.93%
|
|
|
Better Money Decisions, LLC
|
May 01, 2024 Q1 2024 |
6,438
shares
|
$212,003
0.18% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
6,418
shares
|
$211,344
0.0% of portfolio
|
Q1 2024
Reduced 23.37%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,323
shares
|
$109,426
0.0% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,863
shares
|
$61,348
0.0% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,554
shares
|
$51,173
0.0% of portfolio
|
Q1 2024
Reduced 22.84%
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
542
shares
|
$17,848
0.0% of portfolio
|
Q1 2024
Added 2.65%
|
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
416
shares
|
$13,698
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
364
shares
|
$11,986
0.0% of portfolio
|
Q1 2024
Reduced 6.91%
|
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
280
shares
|
$9,220
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
250
shares
|
$8,232
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 20, 2024 Q1 2024 |
221
shares
|
$7,277
0.0% of portfolio
|
Q4 2023
Added 0.45%
|
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
190
shares
|
$6,256
0.0% of portfolio
|
Q3 2023
Reduced 53.09%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
100
shares
|
$3,293
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
100
shares
|
$3,293
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
90
shares
|
$2,963
0.0% of portfolio
|
Q4 2023
Reduced 92.85%
|
|