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Harbour Investments’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Harbour Investments’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
2021
Q4 		$105K Sell
2,312
-1,429
-38% -$66.1K 0.01% 958
2021
Q3 		$163K Sell
3,741
-2,743
-42% -$126K 0.01% 1124
2021
Q2 		$310K Buy
6,484
+690
+12% +$32.3K 0.01% 860
2021
Q1 		$263K Buy
+5,794
New +$261K 0.01% 859

Other funds holding SIMS

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Harbour Investments's SIMS Position: Q4 2021 in Review

Harbour Investments reduced its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 38% in Q4 2021, selling an estimated $66.1K and leaving 2,312 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #958.

Harbour Investments first reported a position in SIMS in Q1 2021 and has held it in 4 quarters since. The position peaked at $310K in Q2 2021. 42 funds tracked by Wall St. Rank hold SIMS as of Q4 2021.

  • Harbour Investments held 2,312 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $105K as of Q4 2021.
  • Harbour Investments sold 1,429 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q4 2021, an estimated $66.1K.
  • State Street SPDR S&P Kensho Intelligent Structures ETF made up 0.01% of Harbour Investments's portfolio in Q4 2021, its #958 holding.
  • Harbour Investments first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and has held it in 4 quarters since.
  • Harbour Investments's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $310K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.