Creative Financial Designs’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Creative Financial Designs’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	$4.57K	Hold	97	–	–	﹤0.01%	1725
2026 Q1	$4.08K	Hold	97	–	–	﹤0.01%	1629
2025 Q4	$4.07K	Hold	97	–	–	﹤0.01%	1554
2025 Q3	$4.12K	Buy	97 +57	+143%	+$2.21K	﹤0.01%	1571
2025 Q2	$1.42K	Hold	40	–	–	﹤0.01%	1734
2025 Q1	$1.24K	Hold	40	–	–	﹤0.01%	1741
2024 Q4	$1.37K	Sell	40 -481	-92%	-$17.2K	﹤0.01%	1659
2024 Q3	$18K	Sell	521 -78	-13%	-$2.67K	﹤0.01%	1059
2024 Q2	$20K	Buy	599 +57	+11%	+$1.93K	﹤0.01%	997
2024 Q1	$18.8K	Buy	542 +14	+3%	+$467	﹤0.01%	987
2023 Q4	$18.3K	Sell	528 -24,278	-98%	-$769K	﹤0.01%	939
2023 Q3	$789K	Sell	24,806 -711	-3%	-$24.8K	0.09%	167
2023 Q2	$918K	Sell	25,517 -73,599	-74%	-$2.48M	0.11%	161
2023 Q1	$3.43M	Buy	99,116 +5,836	+6%	+$204K	0.45%	54
2022 Q4	$3.05M	Sell	93,280 -1,429	-2%	-$48.4K	0.45%	52
2022 Q3	$3.05M	Buy	94,709 +3,337	+4%	+$120K	0.5%	43
2022 Q2	$2.92M	Buy	91,372 +10,681	+13%	+$383K	0.48%	45
2022 Q1	$3.29M	Buy	80,691 +6,621	+9%	+$266K	0.5%	45
2021 Q4	$3.37M	Buy	74,070 +3,465	+5%	+$160K	0.51%	44
2021 Q3	$3.08M	Buy	70,605 +4,000	+6%	+$183K	0.51%	41
2021 Q2	$3.19M	Sell	66,605 -845	-1%	-$39.6K	0.55%	39
2021 Q1	$3.06M	Sell	67,450 -1,081	-2%	-$48.6K	0.6%	33
2020 Q4	$2.89M	Sell	68,531 -110	-0.2%	-$4.09K	0.62%	36
2020 Q3	$2.22M	Buy	+68,641	New	+$2.2M	0.55%	40

Other funds holding SIMS

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Creative Financial Designs's SIMS Position: Q2 2026 in Review

Creative Financial Designs held its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) position steady in Q2 2026 at 97 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Creative Financial Designs first reported a position in SIMS in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.43M in Q1 2023. 14 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

Creative Financial Designs held 97 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $4.57K as of Q2 2026.
Creative Financial Designs left its State Street SPDR S&P Kensho Intelligent Structures ETF share count unchanged in Q2 2026.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1725 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q3 2020 and has held it in 24 quarters since.
Creative Financial Designs's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $3.43M in Q1 2023.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.