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

Mayflower Financial 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
2022 Q4	–	Sell	-13,561	Closed	-$436K	–	362
2022 Q3	$436K	Buy	13,561 +497	+4%	+$17.8K	0.07%	206
2022 Q2	$418K	Sell	13,064 -953	-7%	-$34.2K	0.06%	209
2022 Q1	$572K	Buy	14,017 +737	+6%	+$29.7K	0.08%	182
2021 Q4	$604K	Buy	13,280 +2,442	+23%	+$113K	0.08%	174
2021 Q3	$495K	Buy	10,838 +1,895	+21%	+$86.9K	0.07%	192
2021 Q2	$428K	Sell	8,943 -651	-7%	-$30.5K	0.06%	188
2021 Q1	$436K	Buy	+9,594	New	+$432K	0.06%	182

Other funds holding SIMS

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Mayflower Financial Advisors's SIMS Position: Q4 2022 in Review

Mayflower Financial Advisors sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q4 2022, closing a stake of 13,561 shares — an estimated $436K sold.

Mayflower Financial Advisors first reported a position in SIMS in Q1 2021 and held it in 7 quarters. The position peaked at $604K in Q4 2021. 32 funds tracked by Wall St. Rank hold SIMS as of Q4 2022.

Mayflower Financial Advisors reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q4 2022 after selling out during the quarter.
Mayflower Financial Advisors sold 13,561 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q4 2022, an estimated $436K.
Mayflower Financial Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and held it in 7 quarters.
Mayflower Financial Advisors's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $604K in Q4 2021.
32 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q4 2022.

Based on Mayflower Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.