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

Oppenheimer & Co’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
Q3 		– Sell
-12,565
Closed -$418K – 1574
2024
Q2 		$418K Buy
+12,565
New +$425K 0.01% 1065

Other funds holding SIMS

SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Oppenheimer & Co's SIMS Position: Q3 2024 in Review

Oppenheimer & Co sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2024, closing a stake of 12,565 shares — an estimated $418K sold.

Oppenheimer & Co first reported a position in SIMS in Q2 2024 and held it in 1 quarter. The position peaked at $418K in Q2 2024. 15 funds tracked by Wall St. Rank hold SIMS as of Q3 2024.

  • Oppenheimer & Co reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 12,565 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2024, an estimated $418K.
  • Oppenheimer & Co first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2024 and held it in 1 quarter.
  • Oppenheimer & Co's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $418K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2024.

Based on Oppenheimer & Co's 13F filing for Q3 2024, filed 5 Nov 2024.