3D Asset Management’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

3D Asset Management’s Portfolio SIMS Stock Details SIMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$325K	Sell	10,038 -2,627	-21%	-$84.3K	0.09%	53
2020 Q2	$379K	Sell	12,665 -2,633	-17%	-$71K	0.11%	44
2020 Q1	$354K	Buy	15,298 +958	+7%	+$28.5K	0.11%	40
2019 Q4	$469K	Buy	14,340 +322	+2%	+$10K	0.11%	41
2019 Q3	$419K	Buy	14,018 +1,979	+16%	+$58.3K	0.1%	45
2019 Q2	$364K	Buy	12,039 +117	+1%	+$3.42K	0.09%	48
2019 Q1	$333K	Buy	11,922 +865	+8%	+$23.9K	0.08%	50
2018 Q4	$271K	Buy	11,057 +146	+1%	+$3.9K	0.07%	52
2018 Q3	$337K	Buy	10,911 +751	+7%	+$23K	0.08%	52
2018 Q2	$296K	Buy	+10,160	New	+$298K	0.07%	53

Other funds holding SIMS

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

3D Asset Management's SIMS Position: Q3 2020 in Review

3D Asset Management reduced its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 21% in Q3 2020, selling an estimated $84.3K and leaving 10,038 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #53.

3D Asset Management first reported a position in SIMS in Q2 2018 and has held it in 10 quarters since. The position peaked at $469K in Q4 2019. 10 funds tracked by Wall St. Rank hold SIMS as of Q3 2020.

3D Asset Management held 10,038 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $325K as of Q3 2020.
3D Asset Management sold 2,627 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2020, an estimated $84.3K.
State Street SPDR S&P Kensho Intelligent Structures ETF made up 0.09% of 3D Asset Management's portfolio in Q3 2020, its #53 holding.
3D Asset Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2018 and has held it in 10 quarters since.
3D Asset Management's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $469K in Q4 2019.
10 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.