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

LPL Financial’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
2025
Q3 		– Sell
-7,511
Closed -$266K – 5976
2025
Q2 		$266K Sell
7,511
-2,191
-23% -$70.4K ﹤0.01% 4861
2025
Q1 		$300K Sell
9,702
-1,986
-17% -$66.2K ﹤0.01% 4571
2024
Q4 		$399K Sell
11,688
-519
-4% -$18.6K ﹤0.01% 4291
2024
Q3 		$421K Sell
12,207
-3,382
-22% -$116K ﹤0.01% 4149
2024
Q2 		$519K Sell
15,589
-824
-5% -$27.9K ﹤0.01% 3845
2024
Q1 		$569K Sell
16,413
-4,734
-22% -$158K ﹤0.01% 3669
2023
Q4 		$731K Sell
21,147
-2,880
-12% -$91.3K ﹤0.01% 3338
2023
Q3 		$765K Sell
24,027
-1,135
-5% -$39.7K ﹤0.01% 3132
2023
Q2 		$905K Sell
25,162
-1
-0% -$34 ﹤0.01% 2917
2023
Q1 		$871K Sell
25,163
-1,128
-4% -$39.4K ﹤0.01% 2854
2022
Q4 		$859K Sell
26,291
-2,746
-9% -$93K ﹤0.01% 2753
2022
Q3 		$935K Sell
29,037
-10,702
-27% -$383K ﹤0.01% 2597
2022
Q2 		$1.27M Sell
39,739
-6,778
-15% -$243K ﹤0.01% 2381
2022
Q1 		$1.9M Sell
46,517
-4,315
-8% -$174K ﹤0.01% 2101
2021
Q4 		$2.31M Buy
50,832
+4,835
+11% +$224K ﹤0.01% 1976
2021
Q3 		$2.01M Buy
45,997
+7,152
+18% +$328K ﹤0.01% 2036
2021
Q2 		$1.86M Sell
38,845
-94,378
-71% -$4.42M ﹤0.01% 2042
2021
Q1 		$6.05M Buy
133,223
+20,831
+19% +$937K 0.01% 1105
2020
Q4 		$4.73M Buy
+112,392
New +$4.18M 0.01% 1151

Other funds holding SIMS

SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's SIMS Position: Q3 2025 in Review

LPL Financial sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2025, closing a stake of 7,511 shares — an estimated $266K sold.

LPL Financial first reported a position in SIMS in Q4 2020 and held it in 19 quarters. The position peaked at $6.05M in Q1 2021. 14 funds tracked by Wall St. Rank hold SIMS as of Q3 2025.

  • LPL Financial reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 7,511 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2025, an estimated $266K.
  • LPL Financial first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2020 and held it in 19 quarters.
  • LPL Financial's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $6.05M in Q1 2021.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.