FIM
SIMS icon

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

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SA
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CSP
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CMMS
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Susquehanna International Group
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HighTower Advisors
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Bank of America
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UBS Group
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FFA
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ASN
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return