Comprehensive Money Management Services’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Comprehensive Money Management Services’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	$445K	Sell	9,451 -183	-2%	-$8.36K	0.28%	113
2026 Q1	$405K	Hold	9,634	–	–	0.27%	124
2025 Q4	$404K	Hold	9,634	–	–	0.28%	118
2025 Q3	$409K	Sell	9,634 -1,027	-10%	-$39.8K	0.29%	108
2025 Q2	$378K	Sell	10,661 -200	-2%	-$6.43K	0.29%	113
2025 Q1	$336K	Sell	10,861 -350	-3%	-$11.7K	0.27%	121
2024 Q4	$383K	Buy	+11,211	New	+$402K	0.32%	106

Other funds holding SIMS

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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

Comprehensive Money Management Services's SIMS Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 1.9% in Q2 2026, selling an estimated $8.36K and leaving 9,451 shares worth $445K. The position accounts for 0.28% of the portfolio, ranked #113.

Comprehensive Money Management Services 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.

Comprehensive Money Management Services held 9,451 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $445K as of Q2 2026.
Comprehensive Money Management Services sold 183 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2026, an estimated $8.36K.
State Street SPDR S&P Kensho Intelligent Structures ETF made up 0.28% of Comprehensive Money Management Services's portfolio in Q2 2026, its #113 holding.
Comprehensive Money Management Services 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 Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.