Cetera Advisor Networks’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Cetera Advisor Networks’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
2022 Q1	–	Sell	-5,284	Closed	-$240K	–	2170
2021 Q4	$240K	Buy	+5,284	New	+$244K	﹤0.01%	1750
2021 Q3	–	Sell	-5,120	Closed	-$245K	–	2035
2021 Q2	$245K	Buy	5,120 +707	+16%	+$33.1K	﹤0.01%	1640
2021 Q1	$201K	Buy	+4,413	New	+$199K	﹤0.01%	1375

Other funds holding SIMS

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Cetera Advisor Networks's SIMS Position: Q1 2022 in Review

Cetera Advisor Networks sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q1 2022, closing a stake of 5,284 shares — an estimated $240K sold.

Cetera Advisor Networks first reported a position in SIMS in Q1 2021 and held it in 3 quarters. The position peaked at $245K in Q2 2021. 36 funds tracked by Wall St. Rank hold SIMS as of Q1 2022.

Cetera Advisor Networks reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q1 2022 after selling out during the quarter.
Cetera Advisor Networks sold 5,284 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q1 2022, an estimated $240K.
Cetera Advisor Networks first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and held it in 3 quarters.
Cetera Advisor Networks's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $245K in Q2 2021.
36 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q1 2022.

Based on Cetera Advisor Networks's 13F filing for Q1 2022, filed 12 May 2022.