Latest Institutional Transactions on Spdr S&P Kensho Intelligent St (SIMS)
This table provides information on the latest institutional transactions involving Spdr S&P Kensho Intelligent St (SIMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.1KNew |
$35.2K - $45.9K
|
1.1K
$37.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25Closed |
$800 - $1.04K
|
0
$0
|
|
| Q1 2022 | |||||||
|
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
$13.9K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
$385K - $475K
|
0
$0
|
|
|
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
$161K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.38KClosed |
$366K - $399K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
283New |
$12.4K - $13.5K
|
283
$9.7K
|
|
| Q2 2021 | |||||||
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
600New |
$26.6K - $29.3K
|
600
$20.6K
|
|
|
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
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
48New |
$2.12K - $2.34K
|
48
$1.64K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$720K - $794K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
100New |
$4.16K - $4.65K
|
100
$3.43K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-380Closed |
$11.2K - $12.9K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.5KClosed |
$1.38M - $1.57M
|
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
|
|