Farther Finance Advisors’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Farther Finance Advisors’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	$46K	Buy	976 +470	+93%	+$21.5K	﹤0.01%	3304
2026 Q1	$21.4K	Hold	506	–	–	﹤0.01%	3610
2025 Q4	$21.2K	Buy	506 +1	+0.2%	+$44	﹤0.01%	3402
2025 Q3	$21.4K	Buy	505 +1	+0.2%	+$39	﹤0.01%	3002
2025 Q2	$17.9K	Buy	+504	New	+$16.2K	﹤0.01%	2756

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

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

Farther Finance Advisors's SIMS Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 93% in Q2 2026, buying an estimated $21.5K and bringing the position to 976 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #3304.

Farther Finance Advisors first reported a position in SIMS in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

Farther Finance Advisors held 976 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $46K as of Q2 2026.
Farther Finance Advisors bought 470 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2026, an estimated $21.5K.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3304 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2025 and has held it in 5 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.