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Better Money Decisions’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Better Money Decisions’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
-6,458
Closed -$215K – 66
2024
Q2 		$215K Buy
6,458
+20
+0.3% +$677 0.16% 63
2024
Q1 		$223K Sell
6,438
-2,209
-26% -$73.7K 0.18% 63
2023
Q4 		$299K Buy
8,647
+18
+0.2% +$570 0.25% 49
2023
Q3 		$275K Buy
8,629
+28
+0.3% +$978 0.24% 50
2023
Q2 		$309K Buy
8,601
+44
+0.5% +$1.48K 0.25% 50
2023
Q1 		$296K Buy
8,557
+39
+0.5% +$1.36K 0.25% 47
2022
Q4 		$278K Buy
8,518
+1
+0% +$34 0.24% 55
2022
Q3 		$274K Buy
8,517
+1
+0% +$36 0.27% 49
2022
Q2 		$273K Buy
8,516
+2
+0% +$72 0.23% 50
2022
Q1 		$347K Hold
8,514
– – 0.33% 48
2021
Q4 		$387K Buy
8,514
+19
+0.2% +$879 0.33% 46
2021
Q3 		$371K Buy
8,495
+8
+0.1% +$367 0.31% 47
2021
Q2 		$406K Buy
8,487
+38
+0.4% +$1.78K 0.36% 42
2021
Q1 		$384K Buy
+8,449
New +$380K 0.4% 36

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

Better Money Decisions's SIMS Position: Q3 2024 in Review

Better Money Decisions sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2024, closing a stake of 6,458 shares — an estimated $215K sold.

Better Money Decisions first reported a position in SIMS in Q1 2021 and held it in 14 quarters. The position peaked at $406K in Q2 2021. 15 funds tracked by Wall St. Rank hold SIMS as of Q3 2024.

  • Better Money Decisions reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2024 after selling out during the quarter.
  • Better Money Decisions sold 6,458 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2024, an estimated $215K.
  • Better Money Decisions first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and held it in 14 quarters.
  • Better Money Decisions's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $406K 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 Better Money Decisions's 13F filing for Q3 2024, filed 25 Oct 2024.