EH
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Equitable Holdings’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Equitable Holdings’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
2021
Q3 		– Sell
-8,375
Closed -$400K – 857
2021
Q2 		$400K Buy
+8,375
New +$392K 0.01% 587

Other funds holding SIMS

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

Equitable Holdings's SIMS Position: Q3 2021 in Review

Equitable Holdings sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2021, closing a stake of 8,375 shares — an estimated $400K sold.

Equitable Holdings first reported a position in SIMS in Q2 2021 and held it in 1 quarter. The position peaked at $400K in Q2 2021. 36 funds tracked by Wall St. Rank hold SIMS as of Q3 2021.

  • Equitable Holdings reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2021 after selling out during the quarter.
  • Equitable Holdings sold 8,375 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2021, an estimated $400K.
  • Equitable Holdings first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2021 and held it in 1 quarter.
  • Equitable Holdings's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $400K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2021.

Based on Equitable Holdings's 13F filing for Q3 2021, filed 12 Nov 2021.