S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran — and on which partners helped shoot down missiles
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Stock market today: Asian stocks track Wall Street's decline as Middle East tensions escalate
Tax Day reveals a major split in how Joe Biden and Donald Trump would govern
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran — and on which partners helped shoot down missiles
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Stock market today: Asian stocks track Wall Street's decline as Middle East tensions escalate
Tax Day reveals a major split in how Joe Biden and Donald Trump would govern
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran — and on which partners helped shoot down missiles
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Stock market today: Asian stocks track Wall Street's decline as Middle East tensions escalate
Tax Day reveals a major split in how Joe Biden and Donald Trump would govern
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Israel is quiet on next steps against Iran — and on which partners helped shoot down missiles
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Native American-led nonprofit says it bought 40 acres in the Black Hills of South Dakota
Stock market today: Asian stocks track Wall Street's decline as Middle East tensions escalate
Tax Day reveals a major split in how Joe Biden and Donald Trump would govern

SPDR S&P Kensho Intelligent Structures ETF (SIMS) Institutional Ownership

$32.93
-0.66 (-1.96%)
(As of 04/12/2024 08:52 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P Kensho Intelligent Structures ETF (NYSEARCA:SIMS)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$256.32K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.70M
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SIMS Institutional Buying and Selling by Quarter

SPDR S&P Kensho Intelligent Structures ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/7/2024Cary Street Partners Investment Advisory LLC12,060$417K0.0%-10.8%1.855%
11/13/2023Cary Street Partners Investment Advisory LLC13,522$430K0.0%+14.4%2.080%
7/26/2023Creative Financial Designs Inc. ADV25,517$918K0.1%-74.3%3.402%
4/25/2023Creative Financial Designs Inc. ADV99,116$3.43M0.4%+6.3%13.215%
2/14/2023Cary Street Partners Asset Management LLC1,833$60K0.0%-16.6%0.248%
2/9/2023Advisors Preferred LLC2,811$91K0.0%N/A0.380%
2/1/2023Creative Financial Designs Inc. ADV93,280$3.05M0.5%-1.5%12.605%
1/25/2023Mayflower Financial Advisors LLC10,144$331K0.0%-25.2%1.371%
1/19/2023Mayflower Financial Advisors LLC10,144$331K0.2%-25.2%1.353%
11/15/2022Cary Street Partners Investment Advisory LLC12,858$414K0.0%+6.5%1.478%
11/1/2022Creative Financial Designs Inc. ADV94,709$3.05M0.5%+3.7%10.886%
10/17/2022WealthCare Investment Partners LLC22,050$710K0.6%-19.6%2.423%
8/23/2022Captrust Financial Advisors1,076$34K0.0%N/A0.111%
8/16/2022Captrust Financial Advisors1,076$34K0.0%N/A0.111%
8/11/2022SFI Advisors LLC57,061$1.83M2.0%+2.3%5.883%
8/1/2022Creative Financial Designs Inc. ADV91,372$2.93M0.5%+13.2%9.420%
7/18/2022WealthCare Investment Partners LLC27,416$878K0.8%-27.9%2.826%
7/15/2022Mayflower Financial Advisors LLC13,064$418K0.1%-6.8%1.347%
7/13/2022ACG Wealth1,100$35K0.0%N/A0.113%
6/7/2022Bank of America Corp DE13,644$557K0.0%-13.8%1.312%
5/23/2022Advisory Services Network LLC6,037$246K0.0%N/A0.580%
5/17/2022Royal Bank of Canada7,943$324K0.0%-27.7%0.764%
5/16/2022SFI Advisors LLC55,800$2.28M1.4%+1.3%5.365%
5/16/2022Invesco Ltd.8,799$359K0.0%N/A0.846%
5/16/2022UBS Group AG963$39K0.0%-52.8%0.093%
5/13/2022Blair William & Co. IL33,898$1.38M0.0%-63.3%3.259%
5/11/2022Raymond James Financial Services Advisors Inc.38,981$1.59M0.0%+18.9%3.748%
5/10/20223D L Capital Management LLC8,341$340K0.1%-8.1%0.802%
5/9/2022 Banque Cantonale Vaudoise680$28K0.0%-77.7%0.065%
5/6/2022Valley National Advisers Inc.23,254$949K0.2%-53.7%2.236%
5/4/2022Gladstone Institutional Advisory LLC11,125$454K0.0%+3.2%1.070%
5/4/2022Envestnet Asset Management Inc.5,926$242K0.0%-6.6%0.570%
4/21/2022Mayflower Financial Advisors LLC14,017$572K0.1%+5.5%1.240%
4/15/2022Creative Financial Designs Inc. ADV80,691$3.29M0.5%+8.9%7.141%
4/14/2022WealthCare Investment Partners LLC38,033$1.49M1.3%-31.3%3.366%
2/15/2022SFI Advisors LLC55,061$2.24M2.0%N/A4.873%
2/15/2022Cary Street Partners Investment Advisory LLC13,278$604K0.2%+8.8%1.175%
2/14/2022Blair William & Co. IL92,310$4.20M0.0%-22.0%8.169%
2/10/2022Private Advisor Group LLC4,685$213K0.0%-75.3%0.415%
2/10/2022HighTower Advisors LLC7,436$339K0.0%+5.3%0.658%
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2/9/2022Geneos Wealth Management Inc.850$38K0.0%N/A0.075%
2/8/2022Raymond James Financial Services Advisors Inc.32,794$1.49M0.0%+12.1%2.902%
2/7/2022WealthCare Investment Partners LLC55,371$2.52M2.4%N/A4.900%
2/4/2022Envestnet Asset Management Inc.6,343$288K0.0%+7.6%0.561%
2/2/2022RFG Advisory LLC10,353$471K0.0%+13.9%0.870%
1/26/2022Creative Financial Designs Inc. ADV74,070$3.37M0.5%+4.9%6.173%
1/21/2022Mayflower Financial Advisors LLC13,280$604K0.1%+22.5%1.089%
1/10/2022Patriot Financial Group Insurance Agency LLC3,674$167K0.0%-34.1%0.299%
11/16/2021Toroso Investments LLC9,617$420K0.0%+39.7%0.815%
11/16/2021LPL Financial LLC45,997$2.01M0.0%+18.4%3.898%
11/15/2021Cary Street Partners Investment Advisory LLC12,201$533K0.2%+158.9%1.034%
11/15/2021HighTower Advisors LLC7,063$312K0.0%+3.3%0.599%
11/10/2021Valley National Advisers Inc.51,408$2.25M0.4%+8.6%4.357%
11/5/2021Advisor Group Holdings Inc.1,649$71K0.0%-50.6%0.140%
11/2/2021Raymond James Financial Services Advisors Inc.29,263$1.28M0.0%+41.6%2.480%
10/29/2021 Banque Cantonale Vaudoise2,873$125K0.0%+553.0%0.243%
10/26/2021Mayflower Financial Advisors LLC10,838$495K0.1%+21.2%0.918%
10/19/2021RFG Advisory LLC9,091$397K0.0%-83.1%0.770%
10/14/2021Private Advisor Group LLC18,933$827K0.0%+4.5%1.604%
10/8/2021Creative Financial Designs Inc. ADV70,605$3.08M0.5%+6.0%5.983%
8/16/2021Bank of America Corp DE23,458$1.12M0.0%+16.7%2.094%
8/13/2021Toroso Investments LLC6,886$329K0.0%N/A0.615%
8/13/20213D L Capital Management LLC10,469$501K0.1%+10.3%0.935%
8/13/2021LPL Financial LLC38,845$1.86M0.0%-70.8%3.468%
8/12/2021Private Advisor Group LLC18,110$866K0.0%+13.2%1.617%
8/12/2021Advisory Services Network LLC3,463$166K0.0%N/A0.309%
8/12/2021Blair William & Co. IL115,390$5.52M0.0%+153.4%10.303%
8/11/2021Equitable Holdings Inc.8,375$400K0.0%N/A0.748%
8/4/2021Envestnet Asset Management Inc.4,681$224K0.0%-5.4%0.418%
8/2/2021Advisor Group Holdings Inc.3,336$159K0.0%+19.9%0.298%
8/2/2021Valley National Advisers Inc.47,337$2.26M0.4%+12.0%4.227%
7/31/2021RFG Advisory LLC53,707$2.57M0.2%+31.2%4.795%
7/31/2021Creative Financial Designs Inc. ADV66,605$3.19M0.6%-1.3%5.947%
7/30/2021Mayflower Financial Advisors LLC8,943$428K0.1%-6.8%0.798%
5/13/2021RMR Wealth Builders2,977$135K0.0%N/A0.271%
5/13/20213D L Capital Management LLC9,490$431K0.1%N/A0.863%
5/13/2021Blair William & Co. IL45,534$2.07M0.0%+109.4%4.139%
5/12/2021Harbour Investments Inc.687$31K0.0%N/A0.062%
5/10/2021HighTower Advisors LLC6,882$314K0.0%N/A0.626%
5/7/2021Valley National Advisers Inc.42,250$1.92M0.4%+45.0%3.841%
5/4/2021Better Money Decisions LLC8,449$384K0.4%N/A0.768%
5/3/2021Flagship Harbor Advisors LLC16,282$740K0.1%N/A1.480%
4/30/2021Wealthcare Advisory Partners LLC940$43K0.0%N/A0.085%
4/23/2021San Francisco Sentry Investment Group CA930$42K0.0%+40.9%0.085%
4/23/2021Mayflower Financial Advisors LLC9,594$436K0.1%N/A0.888%
4/22/2021Private Advisor Group LLC15,995$727K0.0%N/A1.481%
4/19/2021RFG Advisory LLC40,938$1.86M0.2%N/A3.826%
4/19/2021Creative Financial Designs Inc. ADV67,450$3.07M0.6%-1.6%6.304%
3/26/2021Susquehanna International Group LLP5,695$240K0.0%-58.3%0.814%
1/15/2021Patriot Financial Group Insurance Agency LLC5,397$227K0.1%N/A1.928%
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10/6/2020Creative Financial Designs Inc. ADV68,641$2.22M0.5%N/A28.600%
8/14/2020Bank of America Corp DE1,675$50K0.0%+89.5%0.798%
8/12/2020Commonwealth Equity Services LLC46,502$1.39M0.0%-24.6%22.144%
8/10/2020Valley National Advisers Inc.12,972$388K0.1%+29.9%6.177%
7/24/20203D Asset Management Inc.12,665$379K0.1%-17.2%6.031%
5/18/2020Advisor Group Holdings Inc.1,858$43K0.0%N/A0.774%
5/11/2020Commonwealth Equity Services LLC61,695$1.43M0.0%-9.1%25.706%
5/7/20203D Asset Management Inc.15,298$354K0.1%+6.7%6.374%
5/1/2020UBS Group AG3,215$74K0.0%N/A1.340%
2/17/2020Ladenburg Thalmann Financial Services Inc.1,258$41K0.0%N/A0.449%
(Data available from 1/1/2016 forward)

SIMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SIMS shares?

During the previous two years, 21 institutional investors and hedge funds held shares of SPDR S&P Kensho Intelligent Structures ETF. The most heavily invested institutionals were SFI Advisors LLC ($1.83M), Raymond James Financial Services Advisors Inc. ($1.59M), Blair William & Co. IL ($1.38M), Valley National Advisers Inc. ($949K), Creative Financial Designs Inc. ADV ($918K), WealthCare Investment Partners LLC ($710K), and Bank of America Corp DE ($557K).Learn more on SIMS's institutional investors.

Which institutional investors have been buying SPDR S&P Kensho Intelligent Structures ETF stock?

Of the 11 institutional investors that purchased SPDR S&P Kensho Intelligent Structures ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Financial Designs Inc. ADV ($26.48K), Invesco Ltd. ($8.80K), Raymond James Financial Services Advisors Inc. ($6.19K), Advisory Services Network LLC ($6.04K), Advisors Preferred LLC ($2.81K), Cary Street Partners Investment Advisory LLC ($2.49K), and Captrust Financial Advisors ($2.15K).

How much institutional buying is happening at SPDR S&P Kensho Intelligent Structures ETF?

Institutional investors have bought a total of 59,126 shares in the last 24 months. This purchase volume represents approximately $2.17M in transactions.

Which SPDR S&P Kensho Intelligent Structures ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold SPDR S&P Kensho Intelligent Structures ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Financial Designs Inc. ADV ($75.03K), Blair William & Co. IL ($58.41K), Valley National Advisers Inc. ($26.99K), WealthCare Investment Partners LLC ($15.98K), Mayflower Financial Advisors LLC ($7.79K), Royal Bank of Canada ($3.04K), and Banque Cantonale Vaudoise ($2.37K).

How much institutional selling is happening at SPDR S&P Kensho Intelligent Structures ETF?

Institutional investors have sold a total of 195,849 shares in the last 24 months. This volume of shares sold represents approximately $7.41M in transactions.


This page (NYSEARCA:SIMS) was last updated on 4/15/2024 by MarketBeat.com Staff

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