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

Cary Street Partners’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
2026 Q3	$391K	Sell	9,310 -578	-6%	-$25.6K	0.01%	739
2026 Q2	$466K	Sell	9,888 -42	-0.4%	-$1.92K	0.01%	688
2026 Q1	$418K	Hold	9,930	–	–	0.01%	633
2025 Q4	$417K	Sell	9,930 -412	-4%	-$18.2K	0.01%	642
2025 Q3	$439K	Hold	10,342	–	–	0.01%	599
2025 Q2	$366K	Sell	10,342 -105	-1%	-$3.38K	0.01%	623
2025 Q1	$323K	Hold	10,447	–	–	0.01%	631
2024 Q4	$357K	Buy	+10,447	New	+$374K	0.01%	579

Other funds holding SIMS

Comprehensive Money Management Services Coral Gables, Florida $155M AUM 9.38% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cary Street Partners's SIMS Position: Q3 2026 in Review

Cary Street Partners reduced its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 5.8% in Q3 2026, selling an estimated $25.6K and leaving 9,310 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #739.

Cary Street Partners first reported a position in SIMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $466K in Q2 2026. 14 funds tracked by Wall St. Rank hold SIMS as of Q3 2026.

Cary Street Partners held 9,310 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $391K as of Q3 2026.
Cary Street Partners sold 578 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2026, an estimated $25.6K.
State Street SPDR S&P Kensho Intelligent Structures ETF made up 0.01% of Cary Street Partners's portfolio in Q3 2026, its #739 holding.
Cary Street Partners first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2024 and has held it in 8 quarters since.
Cary Street Partners's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $466K in Q2 2026.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2026.

Based on Cary Street Partners's 13F filing for Q3 2026, filed 12 Nov 2026.