BFC Planning, Inc.’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

BFC Planning, Inc.’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	$28.1K	Buy	+596	New	+$27.2K	﹤0.01%	1846

Other funds holding SIMS

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

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

BFC Planning, Inc.'s SIMS Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2026: 596 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #1846 among its holdings.

15 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

BFC Planning, Inc. held 596 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $28.1K as of Q2 2026.
State Street SPDR S&P Kensho Intelligent Structures ETF was a new BFC Planning, Inc. position in Q2 2026.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1846 holding.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.