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

NewEdge 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
2024 Q4	–	Sell	-945	Closed	-$32.6K	–	4015
2024 Q3	$32.6K	Sell	945 -380	-29%	-$13K	﹤0.01%	2565
2024 Q2	$44.1K	Sell	1,325 -229	-15%	-$7.75K	﹤0.01%	2381
2024 Q1	$53.9K	Sell	1,554 -460	-23%	-$15.3K	﹤0.01%	2282
2023 Q4	$69.6K	Sell	2,014 -210	-9%	-$6.66K	﹤0.01%	2104
2023 Q3	$70.8K	Sell	2,224 -444	-17%	-$15.5K	﹤0.01%	1971
2023 Q2	$96K	Hold	2,668	–	–	﹤0.01%	1862
2023 Q1	$92.4K	Hold	2,668	–	–	﹤0.01%	1772
2022 Q4	$87	Buy	+2,668	New	+$90.4K	﹤0.01%	3391
2022 Q1	–	Sell	-17,652	Closed	-$802K	–	1558
2021 Q4	$802K	Sell	17,652 -220	-1%	-$10.2K	0.01%	845
2021 Q3	$780K	Sell	17,872 -4,427	-20%	-$203K	0.02%	610
2021 Q2	$1.07M	Buy	+22,299	New	+$1.04M	0.03%	480

Other funds holding SIMS

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

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

CMMS

Comprehensive Money Management Services Coral Gables, Florida $152M AUM 20.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

NewEdge Advisors's SIMS Position: Q4 2024 in Review

NewEdge Advisors sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q4 2024, closing a stake of 945 shares — an estimated $32.6K sold.

NewEdge Advisors first reported a position in SIMS in Q2 2021 and held it in 11 quarters. The position peaked at $1.07M in Q2 2021. 14 funds tracked by Wall St. Rank hold SIMS as of Q4 2024.

NewEdge Advisors reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q4 2024 after selling out during the quarter.
NewEdge Advisors sold 945 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q4 2024, an estimated $32.6K.
NewEdge Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2021 and held it in 11 quarters.
NewEdge Advisors's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $1.07M in Q2 2021.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.