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

Golden State Equity 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
2026
Q2 		– Sell
-217
Closed -$9.15K – 1520
2026
Q1 		$9.15K Buy
+217
New +$9.56K ﹤0.01% 1323

Other funds holding SIMS

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Golden State Equity Partners's SIMS Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2026, closing a stake of 217 shares — an estimated $9.15K sold.

Golden State Equity Partners first reported a position in SIMS in Q1 2026 and held it in 1 quarter. The position peaked at $9.15K in Q1 2026. 14 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

  • Golden State Equity Partners reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 217 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2026, an estimated $9.15K.
  • Golden State Equity Partners first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $9.15K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.