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

Meeder 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
2022 Q4	–	Sell	-822	Closed	-$26K	–	1798
2022 Q3	$26K	Sell	822 -470	-36%	-$16.8K	﹤0.01%	1026
2022 Q2	$41K	Sell	1,292 -2,479	-66%	-$88.9K	﹤0.01%	915
2022 Q1	$154K	Sell	3,771 -31	-0.8%	-$1.25K	0.01%	718
2021 Q4	$173K	Hold	3,802	–	–	0.02%	345
2021 Q3	$166K	Sell	3,802 -30	-0.8%	-$1.38K	0.01%	772
2021 Q2	$183K	Hold	3,832	–	–	0.01%	753
2021 Q1	$174K	Sell	3,832 -1	-0%	-$45	0.01%	768
2020 Q4	$161K	Sell	3,833 -3	-0.1%	-$111	0.04%	342
2020 Q3	$124K	Buy	3,836 +3,456	+909%	+$111K	0.01%	724
2020 Q2	$11K	Buy	+380	New	+$10.2K	﹤0.01%	1297

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

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 $3.16B AUM 29.04% 1-Year Est. Return

Meeder Asset Management's SIMS Position: Q4 2022 in Review

Meeder Asset Management sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q4 2022, closing a stake of 822 shares — an estimated $26K sold.

Meeder Asset Management first reported a position in SIMS in Q2 2020 and held it in 10 quarters. The position peaked at $183K in Q2 2021. 32 funds tracked by Wall St. Rank hold SIMS as of Q4 2022.

Meeder Asset Management reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 822 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q4 2022, an estimated $26K.
Meeder Asset Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2020 and held it in 10 quarters.
Meeder Asset Management's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $183K in Q2 2021.
32 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.