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

HighTower Advisors’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 Q1	$207K	Hold	4,924	–	–	﹤0.01%	3453
2025 Q4	$207K	Hold	4,924	–	–	﹤0.01%	3349
2025 Q3	$209K	Buy	+4,924	New	+$191K	﹤0.01%	3341
2024 Q2	–	Sell	-8,084	Closed	-$280K	–	3889
2024 Q1	$280K	Buy	8,084 +1,427	+21%	+$47.6K	﹤0.01%	2733
2023 Q4	$228K	Buy	+6,657	New	+$211K	﹤0.01%	2931
2022 Q4	–	Sell	-10,565	Closed	-$340K	–	3495
2022 Q3	$340K	Buy	10,565 +160	+2%	+$5.73K	﹤0.01%	2266
2022 Q2	$333K	Buy	10,405 +2,921	+39%	+$105K	﹤0.01%	2293
2022 Q1	$303K	Buy	7,484 +48	+0.6%	+$1.93K	﹤0.01%	2519
2021 Q4	$339K	Buy	7,436 +373	+5%	+$17.3K	﹤0.01%	2404
2021 Q3	$312K	Buy	7,063 +226	+3%	+$10.4K	﹤0.01%	2384
2021 Q2	$328K	Sell	6,837 -45	-0.7%	-$2.11K	﹤0.01%	2316
2021 Q1	$314K	Buy	+6,882	New	+$310K	﹤0.01%	2272

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 $152M AUM 20.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

HighTower Advisors's SIMS Position: Q1 2026 in Review

HighTower Advisors held its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) position steady in Q1 2026 at 4,924 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

HighTower Advisors first reported a position in SIMS in Q1 2021 and has held it in 12 quarters since. The position peaked at $340K in Q3 2022. 15 funds tracked by Wall St. Rank hold SIMS as of Q1 2026.

HighTower Advisors held 4,924 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $207K as of Q1 2026.
HighTower Advisors left its State Street SPDR S&P Kensho Intelligent Structures ETF share count unchanged in Q1 2026.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3453 holding.
HighTower Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and has held it in 12 quarters since.
HighTower Advisors's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $340K in Q3 2022.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.