Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.3K+ 14.96% |
$263K - $301K
|
63.8K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.8K+ 217.64% |
$120K - $138K
|
5.55K
$194K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.61K+ 5.9% |
$114K - $131K
|
64.9K
$2.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
602+ 6.89% |
$19K - $21.8K
|
9.33K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
280New |
$8.85K - $10.1K
|
280
$9.77K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
204+ 2.83% |
$6.45K - $7.39K
|
7.42K
$259K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$3.16K - $3.62K
|
100
$3.49K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$3.16K - $3.62K
|
100
$3.49K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
44+ 0.51% |
$1.39K - $1.59K
|
8.6K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36+ 7.95% |
$1.14K - $1.3K
|
489
$17.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33+ 1.66% |
$1.04K - $1.2K
|
2.02K
$70.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$474 - $543
|
15
$524
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.49% |
$63.2 - $72.4
|
413
$14.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.92% |
$63.2 - $72.4
|
220
$7.68K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1- -0.0% |
$31.6 - $36.2
|
25.2K
$878K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 20.0% |
$4.74K - $5.43K
|
600
$20.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-154- 1.47% |
$4.87K - $5.58K
|
10.3K
$361K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-230- 1.91% |
$7.27K - $8.33K
|
11.8K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-531- 48.85% |
$16.8K - $19.2K
|
556
$19.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.47K- 19.46% |
$78.2K - $89.6K
|
10.2K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-73.6K- 74.26% |
$2.33M - $2.67M
|
25.5K
$891K
|