Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.6KNew |
$433K - $550K
|
13.6K
$473K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.26KNew |
$200K - $254K
|
6.26K
$218K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.12K+ 11.96% |
$163K - $208K
|
47.9K
$1.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.34K+ 3.65% |
$107K - $135K
|
94.7K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 56.31% |
$88.3K - $112K
|
7.67K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
$70.2K - $89.2K
|
2.2K
$76.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.42K+ 12.16% |
$45.3K - $57.6K
|
13.1K
$457K
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.25K+ 2.2% |
$40.1K - $50.9K
|
58.3K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
784+ 6.49% |
$25K - $31.8K
|
12.9K
$449K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
550New |
$17.6K - $22.3K
|
550
$19.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$6.39K - $8.12K
|
200
$6.98K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
186New |
$5.94K - $7.55K
|
186
$6.49K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
160+ 1.54% |
$5.11K - $6.49K
|
10.6K
$369K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
55New |
$1.76K - $2.23K
|
55
$1.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.32% |
$95.8 - $122
|
953
$33.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.34% |
$31.9 - $40.6
|
294
$10.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.01% |
$31.9 - $40.6
|
8.52K
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.46% |
$31.9 - $40.6
|
217
$7.57K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127- 21.45% |
$4.06K - $5.15K
|
465
$16.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-221- 77.27% |
$7.06K - $8.97K
|
65
$2.27K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-278- 40.52% |
$8.88K - $11.3K
|
408
$14.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-307- 2.63% |
$9.81K - $12.5K
|
11.4K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-470- 36.38% |
$15K - $19.1K
|
822
$28.7K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 14.12% |
$48.3K - $61.4K
|
9.2K
$321K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 14.12% |
$48.3K - $61.4K
|
9.2K
$321K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.21K- 10.65% |
$103K - $130K
|
26.9K
$940K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.37K- 19.57% |
$171K - $218K
|
22.1K
$770K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.45K- 29.92% |
$302K - $384K
|
22.1K
$773K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 26.93% |
$342K - $434K
|
29K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-17.6K- 97.55% |
$561K - $713K
|
441
$15.4K
|