Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
8.41K+ 15.91% |
$271K - $320K
|
61.2K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.61KNew |
$213K - $251K
|
6.61K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.84K+ 6.26% |
$188K - $222K
|
99.1K
$3.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.27K+ 10.5% |
$170K - $201K
|
55.5K
$1.89M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.03K+ 107.08% |
$33.1K - $39.1K
|
1.99K
$67.7K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
176+ 2.06% |
$5.67K - $6.7K
|
8.73K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133+ 13.94% |
$4.29K - $5.06K
|
1.09K
$37K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
58+ 28.29% |
$1.87K - $2.21K
|
263
$8.96K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
39+ 0.46% |
$1.26K - $1.48K
|
8.56K
$292K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.49% |
$64.5 - $76.1
|
411
$14K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.46% |
$32.2 - $38
|
218
$7.43K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12- 2.58% |
$387 - $456
|
453
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29- 0.28% |
$935 - $1.1K
|
10.5K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-31- 0.26% |
$999 - $1.18K
|
12K
$410K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-36- 8.16% |
$1.16K - $1.37K
|
405
$13.8K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-100Closed |
$3.22K - $3.8K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-211- 1.63% |
$6.8K - $8.03K
|
12.7K
$433K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-691- 8.74% |
$22.3K - $26.3K
|
7.22K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.13K- 4.29% |
$36.4K - $42.9K
|
25.2K
$857K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.59K- 35.35% |
$116K - $136K
|
6.56K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.38K- 82.76% |
$270K - $319K
|
1.75K
$59.5K
|