Pacific Center for Financial Services’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Pacific Center for Financial Services’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	–	Sell	-224	Closed	-$9.51K	–	526
2025 Q4	$9.51K	Hold	224	–	–	﹤0.01%	325
2025 Q3	$9.51K	Hold	224	–	–	﹤0.01%	325
2025 Q2	$7.92K	Buy	224 +1	+0.4%	+$32	﹤0.01%	325
2025 Q1	$6.91K	Hold	223	–	–	﹤0.01%	338
2024 Q4	$7.61K	Hold	223	–	–	﹤0.01%	330
2024 Q3	$7.68K	Buy	223 +1	+0.5%	+$34	﹤0.01%	325
2024 Q2	$7.39K	Buy	222 +1	+0.5%	+$34	﹤0.01%	321
2024 Q1	$7.67K	Hold	221	–	–	﹤0.01%	326
2023 Q4	$7.63K	Buy	221 +1	+0.5%	+$32	﹤0.01%	296
2023 Q3	$7.01K	Hold	220	–	–	﹤0.01%	314
2023 Q2	$7.9K	Buy	220 +2	+0.9%	+$67	﹤0.01%	299
2023 Q1	$7.57K	Buy	+218	New	+$7.62K	﹤0.01%	300
2022 Q3	$7K	Buy	217 +1	+0.5%	+$36	﹤0.01%	308
2022 Q2	$7K	Buy	216 +1	+0.5%	+$36	﹤0.01%	302
2022 Q1	$9K	Buy	215 +1	+0.5%	+$40	﹤0.01%	288
2021 Q4	$10K	Buy	214 +127	+146%	+$5.88K	﹤0.01%	280
2021 Q3	$4K	Buy	+87	New	+$3.99K	﹤0.01%	337

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 $159M AUM 18.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $1.45B AUM

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pacific Center for Financial Services's SIMS Position: Q1 2026 in Review

Pacific Center for Financial Services sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q1 2026, closing a stake of 224 shares — an estimated $9.51K sold.

Pacific Center for Financial Services first reported a position in SIMS in Q3 2021 and held it in 17 quarters. The position peaked at $10K in Q4 2021. 15 funds tracked by Wall St. Rank hold SIMS as of Q1 2026.

Pacific Center for Financial Services reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q1 2026 after selling out during the quarter.
Pacific Center for Financial Services sold 224 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q1 2026, an estimated $9.51K.
Pacific Center for Financial Services first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q3 2021 and held it in 17 quarters.
Pacific Center for Financial Services's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $10K in Q4 2021.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.