LAM
SIMS icon

Lakewood Asset Management’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Lakewood Asset Management’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
2023
Q1 		– Sell
-1,100
Closed -$36K – 260
2022
Q4 		$36K Buy
+1,100
New +$37.3K 0.03% 198

Other funds holding SIMS

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Lakewood Asset Management's SIMS Position: Q1 2023 in Review

Lakewood Asset Management sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q1 2023, closing a stake of 1,100 shares — an estimated $36K sold.

Lakewood Asset Management first reported a position in SIMS in Q4 2022 and held it in 1 quarter. The position peaked at $36K in Q4 2022. 26 funds tracked by Wall St. Rank hold SIMS as of Q1 2023.

  • Lakewood Asset Management reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,100 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q1 2023, an estimated $36K.
  • Lakewood Asset Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $36K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.