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 21 institutions that hold shares in the stock, with a total of 115,313 shares, which have been reported (via 13F filing form) to have a value of $4.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 14, 2024 Q2 2024 |
34,643
shares
|
$1.21 Million
0.89% of portfolio
|
Q2 2024
Reduced 31.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
15,589
shares
|
$544,056
0.0% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
12,565
shares
|
$438,518
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,951
shares
|
$382,189
0.01% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
9,362
shares
|
$326,733
0.03% of portfolio
|
Q2 2024
Added 27.77%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
7,238
shares
|
$252,606
0.0% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
7,104
shares
|
$247,929
0.0% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,288
shares
|
$219,451
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,394
shares
|
$153,350
0.0% of portfolio
|
Q2 2024
Reduced 84.82%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,916
shares
|
$66,868
0.0% of portfolio
|
Q2 2024
Reduced 42.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,895
shares
|
$66,135
0.0% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,325
shares
|
$46,242
0.0% of portfolio
|
Q2 2024
Reduced 14.74%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
666
shares
|
$23,243
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
521
shares
|
$18,182
0.0% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
363
shares
|
$12,668
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
222
shares
|
$7,747
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
100
shares
|
$3,490
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
91
shares
|
$3,175
0.0% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
65
shares
|
$2,268
0.0% of portfolio
|
Q3 2022
Reduced 77.27%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
15
shares
|
$523
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|