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

Financial Engines 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
2020 Q2	–	Sell	-60,914	Closed	-$1.41M	–	226
2020 Q1	$1.41M	Sell	60,914 -5,233	-8%	-$156K	0.01%	91
2019 Q4	$2.16M	Sell	66,147 -39	-0.1%	-$1.22K	0.01%	76
2019 Q3	$1.98M	Sell	66,186 -6,580	-9%	-$194K	0.01%	71
2019 Q2	$2.2M	Hold	72,766	–	–	0.01%	66
2019 Q1	$2.03M	Sell	72,766 -7,683	-10%	-$213K	0.01%	69
2018 Q4	$1.97M	Buy	+80,449	New	+$2.15M	0.01%	65

Other funds holding SIMS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Financial Engines Advisors's SIMS Position: Q2 2020 in Review

Financial Engines Advisors sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2020, closing a stake of 60,914 shares — an estimated $1.41M sold.

Financial Engines Advisors first reported a position in SIMS in Q4 2018 and held it in 6 quarters. The position peaked at $2.2M in Q2 2019. 10 funds tracked by Wall St. Rank hold SIMS as of Q2 2020.

Financial Engines Advisors reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2020 after selling out during the quarter.
Financial Engines Advisors sold 60,914 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2020, an estimated $1.41M.
Financial Engines Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2018 and held it in 6 quarters.
Financial Engines Advisors's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $2.2M in Q2 2019.
10 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2020.

Based on Financial Engines Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.