Freedom Investment Management’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Freedom Investment Management’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
2025 Q3	–	Sell	-13,545	Closed	-$480K	–	600
2025 Q2	$480K	Buy	13,545 +499	+4%	+$16K	0.04%	458
2025 Q1	$404K	Buy	13,046 +2,961	+29%	+$98.7K	0.03%	484
2024 Q4	$345K	Buy	10,085 +856	+9%	+$30.7K	0.03%	546
2024 Q3	$318K	Sell	9,229 -133	-1%	-$4.55K	0.03%	580
2024 Q2	$312K	Buy	9,362 +2,035	+28%	+$68.8K	0.03%	581
2024 Q1	$254K	Buy	7,327 +410	+6%	+$13.7K	0.02%	663
2023 Q4	$239K	Buy	+6,917	New	+$219K	0.02%	666

Other funds holding SIMS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Freedom Investment Management's SIMS Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2025, closing a stake of 13,545 shares — an estimated $480K sold.

Freedom Investment Management first reported a position in SIMS in Q4 2023 and held it in 7 quarters. The position peaked at $480K in Q2 2025. 14 funds tracked by Wall St. Rank hold SIMS as of Q3 2025.

Freedom Investment Management reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 13,545 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2025, an estimated $480K.
Freedom Investment Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2023 and held it in 7 quarters.
Freedom Investment Management's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $480K in Q2 2025.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.