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

Morgan Stanley’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
2026 Q1	$3.7K	Sell	88 -1	-1%	-$44	﹤0.01%	7211
2025 Q4	$3.77K	Hold	89	–	–	﹤0.01%	7119
2025 Q3	$3.79K	Sell	89 -45	-34%	-$1.75K	﹤0.01%	7161
2025 Q2	$4.75K	Sell	134 -62	-32%	-$1.99K	﹤0.01%	7049
2025 Q1	$6.08K	Buy	196 +1	+0.5%	+$33	﹤0.01%	6938
2024 Q4	$6.66K	Hold	195	–	–	﹤0.01%	6929
2024 Q3	$6.73K	Sell	195 -168	-46%	-$5.74K	﹤0.01%	6828
2024 Q2	$12.1K	Sell	363 -1	-0.3%	-$34	﹤0.01%	6615
2024 Q1	$12.6K	Sell	364 -418	-53%	-$13.9K	﹤0.01%	6617
2023 Q4	$27K	Buy	782 +322	+70%	+$10.2K	﹤0.01%	6554
2023 Q3	$14.6K	Sell	460 -29	-6%	-$1.01K	﹤0.01%	6584
2023 Q2	$17.6K	Buy	489 +36	+8%	+$1.21K	﹤0.01%	6612
2023 Q1	$15.7K	Sell	453 -12	-3%	-$420	﹤0.01%	6719
2022 Q4	$15.2K	Hold	465	–	–	﹤0.01%	6792
2022 Q3	$15K	Sell	465 -127	-21%	-$4.55K	﹤0.01%	6925
2022 Q2	$19K	Hold	592	–	–	﹤0.01%	7010
2022 Q1	$24K	Hold	592	–	–	﹤0.01%	7077
2021 Q4	$27K	Hold	592	–	–	﹤0.01%	7096
2021 Q3	$26K	Hold	592	–	–	﹤0.01%	6995
2021 Q2	$28K	Buy	592 +90	+18%	+$4.21K	﹤0.01%	6890
2021 Q1	$23K	Buy	502 +115	+30%	+$5.17K	﹤0.01%	6678
2020 Q4	$16K	Buy	+387	New	+$14.4K	﹤0.01%	6503

Other funds holding SIMS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's SIMS Position: Q1 2026 in Review

Morgan Stanley reduced its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 1.1% in Q1 2026, selling an estimated $44 and leaving 88 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7211.

Morgan Stanley first reported a position in SIMS in Q4 2020 and has held it in 22 quarters since. The position peaked at $28K in Q2 2021. 15 funds tracked by Wall St. Rank hold SIMS as of Q1 2026.

Morgan Stanley held 88 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $3.7K as of Q1 2026.
Morgan Stanley sold 1 State Street SPDR S&P Kensho Intelligent Structures ETF share in Q1 2026, an estimated $44.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7211 holding.
Morgan Stanley first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2020 and has held it in 22 quarters since.
Morgan Stanley's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $28K in Q2 2021.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.