AF
SIMS icon

Advisornet Financial’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Advisornet Financial’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
2024
Q3 		– Sell
-417
Closed -$13.9K – 2266
2024
Q2 		$13.9K Buy
417
+1
+0.2% +$34 ﹤0.01% 1212
2024
Q1 		$14.4K Buy
416
+1
+0.2% +$33 ﹤0.01% 1179
2023
Q4 		$14.4K Buy
415
+1
+0.2% +$32 ﹤0.01% 1204
2023
Q3 		$13.2K Buy
414
+1
+0.2% +$35 ﹤0.01% 1172
2023
Q2 		$14.8K Buy
413
+2
+0.5% +$67 ﹤0.01% 1208
2023
Q1 		$14.2K Buy
411
+2
+0.5% +$70 ﹤0.01% 1196
2022
Q4 		$13.4K Buy
409
+1
+0.2% +$34 ﹤0.01% 1208
2022
Q3 		$13K Sell
408
-278
-41% -$9.96K ﹤0.01% 1265
2022
Q2 		$22K Buy
686
+2
+0.3% +$72 ﹤0.01% 1099
2022
Q1 		$28K Buy
684
+1
+0.1% +$40 ﹤0.01% 1149
2021
Q4 		$31K Buy
683
+1
+0.1% +$46 ﹤0.01% 1162
2021
Q3 		$30K Hold
682
– – ﹤0.01% 1144
2021
Q2 		$33K Buy
682
+102
+18% +$4.78K ﹤0.01% 1114
2021
Q1 		$26K Hold
580
– – ﹤0.01% 1123
2020
Q4 		$24K Buy
+580
New +$21.6K ﹤0.01% 1087

Other funds holding SIMS

SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advisornet Financial's SIMS Position: Q3 2024 in Review

Advisornet Financial sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2024, closing a stake of 417 shares — an estimated $13.9K sold.

Advisornet Financial first reported a position in SIMS in Q4 2020 and held it in 15 quarters. The position peaked at $33K in Q2 2021. 15 funds tracked by Wall St. Rank hold SIMS as of Q3 2024.

  • Advisornet Financial reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 417 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2024, an estimated $13.9K.
  • Advisornet Financial first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2020 and held it in 15 quarters.
  • Advisornet Financial's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $33K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.