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

Leelyn Smith’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	-600	Closed	-$19.6K	–	365
2022 Q4	$19.6K	Hold	600	–	–	0.01%	260
2022 Q3	$19K	Hold	600	–	–	0.01%	238
2022 Q2	$19K	Hold	600	–	–	﹤0.01%	251
2022 Q1	$24K	Hold	600	–	–	0.01%	233
2021 Q4	$27K	Hold	600	–	–	0.01%	233
2021 Q3	$26K	Hold	600	–	–	0.01%	223
2021 Q2	$29K	Buy	+600	New	+$28.1K	0.01%	219

Other funds holding SIMS

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Leelyn Smith's SIMS Position: Q1 2023 in Review

Leelyn Smith sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q1 2023, closing a stake of 600 shares — an estimated $19.6K sold.

Leelyn Smith first reported a position in SIMS in Q2 2021 and held it in 7 quarters. The position peaked at $29K in Q2 2021. 26 funds tracked by Wall St. Rank hold SIMS as of Q1 2023.

Leelyn Smith reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 600 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q1 2023, an estimated $19.6K.
Leelyn Smith first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2021 and held it in 7 quarters.
Leelyn Smith's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $29K in Q2 2021.
26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.