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SIMS Institutional Ownership

State Street SPDR S&P Kensho Intelligent Structures ETF
1W: +0.5% 1M: +0.5% 3M: -7.8% YTD: +0.1% 1Y: -0.4% 3Y: +37.4% 5Y: -0.6%
$42.86
+0.54 (+1.26%)
 
Weekly Expected Move ±2.4%
$41 $42 $43 $44 $45
ETF AMEX · AUM $8.7M

Institutional Ownership — SIMS

18
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
3
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CARY STREET PARTNERS FINANCIAL LLC 9,888 424K -42 -0.4% 7Q SEC ↗
2 Comprehensive Money Management Service 9,451 405K -183 -1.9% 7Q SEC ↗
3 CITADEL ADVISORS LLC 8,979 385K +200 +2.3% 2Q SEC ↗
4 SFI Advisors, LLC 5,623 241K -1,128 -16.7% 19Q SEC ↗
5 HighTower Advisors, LLC 4,924 211K — +0.0% 4Q SEC ↗
6 Farther Finance Advisors, LLC 976 42K +470 +92.9% 5Q SEC ↗
7 Geneos Wealth Management Inc. 600 26K — +0.0% 3Q SEC ↗
8 UBS Group AG NEW 510 22K — +0.0% 1Q SEC ↗
9 SHP Wealth Management 352 15K — +0.0% 3Q SEC ↗
10 OSAIC HOLDINGS, INC. 313 13K — +0.0% 26Q SEC ↗
11 CREATIVE FINANCIAL DESIGNS INC /ADV 97 4K — +0.0% 24Q SEC ↗
12 MORGAN STANLEY 89 4K +1 +1.1% 23Q SEC ↗
13 Triumph Capital Management 65 3K — +0.0% 4Q SEC ↗
14 MERCER GLOBAL ADVISORS INC /ADV NEW 40 2K — +0.0% 1Q SEC ↗
15 VALLEY NATIONAL ADVISERS INC NEW 10 0K — +0.0% 1Q SEC ↗
16 Advisory Services Network, LLC 0 0K -330 -100.0% 1Q SEC ↗
17 Pacific Center for Financial Services 0 0K -224 -100.0% 12Q SEC ↗
18 Ascentis Independent Advisors 0 0K -217 -100.0% 1Q SEC ↗
19 BANK OF AMERICA CORP /DE 0 0K -2,687 -100.0% 13Q SEC ↗
20 Steigerwald, Gordon & Koch Inc. 0 0K -100 -100.0% 3Q SEC ↗

Recent Activity

New Positions (3)
Biggest Increases (3)
HolderAddedChange %Total Shares
Farther Finance Advisors, LLC +470 +92.9% 976
CITADEL ADVISORS LLC +200 +2.3% 8,979
MORGAN STANLEY +1 +1.1% 89
Biggest Decreases (3)
HolderReducedChange %Total Shares
SFI Advisors, LLC -1,128 -16.7% 5,623
Comprehensive Money Management Serv -183 -1.9% 9,451
CARY STREET PARTNERS FINANCIAL LLC -42 -0.4% 9,888

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms