Bogart Wealth LLC’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Bogart Wealth LLC’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
2025 Q2	–	Sell	-15	Closed	-$464	–	1534
2025 Q1	$464	Hold	15	–	–	﹤0.01%	1303
2024 Q4	$513	Hold	15	–	–	﹤0.01%	1271
2024 Q3	$517	Hold	15	–	–	﹤0.01%	1072
2024 Q2	$499	Hold	15	–	–	﹤0.01%	1055
2024 Q1	$520	Hold	15	–	–	﹤0.01%	1009
2023 Q4	$519	Hold	15	–	–	﹤0.01%	1001
2023 Q3	$477	Hold	15	–	–	﹤0.01%	1012
2023 Q2	$539	Buy	+15	New	+$505	﹤0.01%	985

Other funds holding SIMS

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Bogart Wealth LLC's SIMS Position: Q2 2025 in Review

Bogart Wealth LLC sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2025, closing a stake of 15 shares — an estimated $464 sold.

Bogart Wealth LLC first reported a position in SIMS in Q2 2023 and held it in 8 quarters. The position peaked at $539 in Q2 2023. 12 funds tracked by Wall St. Rank hold SIMS as of Q2 2025.

Bogart Wealth LLC reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2025 after selling out during the quarter.
Bogart Wealth LLC sold 15 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2025, an estimated $464.
Bogart Wealth LLC first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2023 and held it in 8 quarters.
Bogart Wealth LLC's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $539 in Q2 2023.
12 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.