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Global Retirement Partners’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Global Retirement Partners’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
2024
Q3 		– Sell
-280
Closed -$9.32K – 3629
2024
Q2 		$9.32K Hold
280
– – ﹤0.01% 2354
2024
Q1 		$9.71K Buy
+280
New +$9.34K ﹤0.01% 2141

Other funds holding SIMS

SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Global Retirement Partners's SIMS Position: Q3 2024 in Review

Global Retirement Partners sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2024, closing a stake of 280 shares — an estimated $9.32K sold.

Global Retirement Partners first reported a position in SIMS in Q1 2024 and held it in 2 quarters. The position peaked at $9.71K in Q1 2024. 15 funds tracked by Wall St. Rank hold SIMS as of Q3 2024.

  • Global Retirement Partners reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 280 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2024, an estimated $9.32K.
  • Global Retirement Partners first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2024 and held it in 2 quarters.
  • Global Retirement Partners's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $9.71K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.