Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
55.4KNew |
$2.39M - $2.75M
|
55.4K
$1.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
55.1KNew |
$2.38M - $2.74M
|
55.1K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11KNew |
$474K - $546K
|
11K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.33K+ 61.35% |
$230K - $265K
|
14K
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.28KNew |
$228K - $263K
|
5.28K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.84K+ 10.51% |
$209K - $240K
|
50.8K
$1.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.53K+ 12.07% |
$152K - $176K
|
32.8K
$1.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.47K+ 4.91% |
$150K - $172K
|
74.1K
$2.59M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.44K+ 22.53% |
$105K - $121K
|
13.3K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.28K+ 167.5% |
$55.2K - $63.5K
|
2.04K
$71.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 13.88% |
$54.5K - $62.7K
|
10.4K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.08K+ 8.83% |
$46.5K - $53.5K
|
13.3K
$463K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
850New |
$36.7K - $42.3K
|
850
$29.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
447+ 7.58% |
$19.3K - $22.2K
|
6.34K
$221K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
445+ 4.3% |
$19.2K - $22.1K
|
10.8K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
445+ 4.3% |
$19.2K - $22.1K
|
10.8K
$376K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
373+ 5.28% |
$16.1K - $18.5K
|
7.44K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
175+ 6.09% |
$7.55K - $8.7K
|
3.05K
$106K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
144+ 1.61% |
$6.22K - $7.16K
|
9.07K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
127+ 145.98% |
$5.48K - $6.31K
|
214
$7.47K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
55New |
$2.37K - $2.73K
|
55
$1.92K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
55New |
$2.37K - $2.73K
|
55
$1.92K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
41+ 16.4% |
$1.77K - $2.04K
|
291
$10.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
19+ 0.22% |
$820 - $945
|
8.51K
$297K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.15% |
$43.2 - $49.7
|
683
$23.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$43.2 - $49.7
|
285
$9.95K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 50.0% |
$1.08K - $1.24K
|
25
$873
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-220- 1.23% |
$9.5K - $10.9K
|
17.7K
$616K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.11K- 11.58% |
$48.1K - $55.4K
|
8.5K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1.17K- 2.27% |
$50.3K - $58K
|
50.2K
$1.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.43K- 38.2% |
$61.7K - $71K
|
2.31K
$80.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.9K- 34.1% |
$82.1K - $94.5K
|
3.67K
$128K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.85KClosed |
$296K - $341K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.19K- 31.23% |
$310K - $357K
|
15.8K
$553K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.2K- 75.25% |
$615K - $708K
|
4.69K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26.1K- 22.03% |
$1.13M - $1.3M
|
92.3K
$3.22M
|