Purchases and Sales Made in Q1 2024 in Spdr S&P Kensho Intelligent St (SIMS)
This table provides information about the institutional ownership of Spdr S&P Kensho Intelligent St (SIMS) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P KENSHO INTELLIGENT ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1K+ 95.27% |
$446K - $490K
|
29K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11K+ 13.48% |
$347K - $381K
|
92.5K
$3.23M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.67KNew |
$274K - $301K
|
8.67K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 24.74% |
$48K - $52.8K
|
7.67K
$268K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 21.44% |
$45K - $49.5K
|
8.08K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
410+ 5.93% |
$12.9K - $14.2K
|
7.33K
$256K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
280New |
$8.83K - $9.71K
|
280
$9.77K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$3.16K - $3.47K
|
100
$3.49K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 2.65% |
$442 - $486
|
542
$18.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.24% |
$31.6 - $34.7
|
416
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.05% |
$31.6 - $34.7
|
1.86K
$65K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.28% |
$31.6 - $34.7
|
364
$12.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27- 6.91% |
$852 - $937
|
364
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27- 6.91% |
$852 - $937
|
364
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-71- 2.09% |
$2.24K - $2.46K
|
3.32K
$116K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 37.5% |
$4.73K - $5.2K
|
250
$8.73K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-460- 22.84% |
$14.5K - $16K
|
1.55K
$54.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-696- 5.77% |
$22K - $24.1K
|
11.4K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-813- 9.76% |
$25.7K - $28.2K
|
7.51K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.96K- 23.37% |
$61.7K - $67.9K
|
6.42K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.21K- 25.55% |
$69.7K - $76.6K
|
6.44K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.72K- 6.82% |
$117K - $129K
|
50.8K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.73K- 22.39% |
$149K - $164K
|
16.4K
$573K
|