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 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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $159M AUM 18.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FFA

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFD

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

Cary Street Partners's SIMS Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 0.42% in Q2 2026, selling an estimated $1.92K and leaving 9,888 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #688.

Cary Street Partners first reported a position in SIMS in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

Cary Street Partners held 9,888 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $466K as of Q2 2026.
Cary Street Partners sold 42 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2026, an estimated $1.92K.
State Street SPDR S&P Kensho Intelligent Structures ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #688 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 7 quarters since.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.