Coppell Advisory Solutions’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Coppell Advisory Solutions’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
2024 Q3	–	Sell	-100	Closed	-$3.33K	–	1953
2024 Q2	$3.33K	Buy	+100	New	+$3.38K	﹤0.01%	1284
2023 Q4	$3.46K	Hold	100	–	–	﹤0.01%	1189
2023 Q3	$3.27K	Hold	100	–	–	﹤0.01%	792
2023 Q2	$3.56K	Buy	+100	New	+$3.37K	﹤0.01%	923
2023 Q1	–	Sell	-100	Closed	-$3.27K	–	919
2022 Q4	$3.27K	Buy	+100	New	+$3.39K	﹤0.01%	794

Other funds holding SIMS

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

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

CSPIA

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

FIM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJFSA

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Coppell Advisory Solutions's SIMS Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2024, closing a stake of 100 shares — an estimated $3.33K sold.

Coppell Advisory Solutions first reported a position in SIMS in Q4 2022 and held it in 5 quarters. The position peaked at $3.56K in Q2 2023. 15 funds tracked by Wall St. Rank hold SIMS as of Q3 2024.

Coppell Advisory Solutions reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 100 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2024, an estimated $3.33K.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2022 and held it in 5 quarters.
Coppell Advisory Solutions's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $3.56K in Q2 2023.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.