Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.3KNew |
$195K - $230K
|
6.3K
$216K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.81KNew |
$87.1K - $103K
|
2.81K
$96.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.67KNew |
$82.7K - $97.5K
|
2.67K
$91.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.46K+ 32.03% |
$76.1K - $89.8K
|
10.1K
$347K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.36K+ 4.92% |
$73K - $86.1K
|
50.2K
$1.72M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$34.1K - $40.2K
|
1.1K
$37.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
666+ 226.53% |
$20.6K - $24.3K
|
960
$32.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
425+ 62.5% |
$13.2K - $15.5K
|
1.11K
$37.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
263+ 47.82% |
$8.15K - $9.62K
|
813
$27.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
205New |
$6.35K - $7.49K
|
205
$7.02K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$3.1K - $3.66K
|
100
$3.43K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$3.1K - $3.66K
|
100
$3.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.01% |
$31 - $36.6
|
8.52K
$292K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.25% |
$31 - $36.6
|
409
$14K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.1% |
$31 - $36.6
|
954
$32.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-32- 0.4% |
$991 - $1.17K
|
7.91K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-164- 1.25% |
$5.08K - $6K
|
12.9K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-365- 16.61% |
$11.3K - $13.3K
|
1.83K
$62.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-642- 6.98% |
$19.9K - $23.5K
|
8.56K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-779- 6.06% |
$24.1K - $28.5K
|
12.1K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-835- 7.35% |
$25.9K - $30.5K
|
10.5K
$360K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.43K- 1.51% |
$44.3K - $52.2K
|
93.3K
$3.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.75K- 9.46% |
$85.1K - $100K
|
26.3K
$901K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 25.2% |
$106K - $125K
|
10.1K
$348K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5.47K- 9.39% |
$170K - $200K
|
52.8K
$1.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-11.9K- 54.0% |
$369K - $435K
|
10.1K
$348K
|