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

Parallel 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 Q3	–	Sell	-65	Closed	-$2.16K	–	3465
2024 Q2	$2.16K	Hold	65	–	–	﹤0.01%	2787
2024 Q1	$2.25K	Hold	65	–	–	﹤0.01%	2795
2023 Q4	$2.25K	Hold	65	–	–	﹤0.01%	2770
2023 Q3	$2.07K	Hold	65	–	–	﹤0.01%	2802
2023 Q2	$2.34K	Hold	65	–	–	﹤0.01%	2709
2023 Q1	$2.25K	Hold	65	–	–	﹤0.01%	2729
2022 Q4	$2.12K	Hold	65	–	–	﹤0.01%	2657
2022 Q3	$2K	Sell	65 -221	-77%	-$7.92K	﹤0.01%	2741
2022 Q2	$9K	Buy	286 +1	+0.4%	+$36	﹤0.01%	2047
2022 Q1	$12K	Hold	285	–	–	﹤0.01%	1938
2021 Q4	$13K	Buy	285 +1	+0.4%	+$46	﹤0.01%	2003
2021 Q3	$12K	Buy	284 +1	+0.4%	+$46	﹤0.01%	1998
2021 Q2	$14K	Buy	+283	New	+$13.3K	﹤0.01%	1868

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Parallel Advisors's SIMS Position: Q3 2024 in Review

Parallel Advisors sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2024, closing a stake of 65 shares — an estimated $2.16K sold.

Parallel Advisors first reported a position in SIMS in Q2 2021 and held it in 13 quarters. The position peaked at $14K in Q2 2021. 15 funds tracked by Wall St. Rank hold SIMS as of Q3 2024.

Parallel Advisors reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2024 after selling out during the quarter.
Parallel Advisors sold 65 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2024, an estimated $2.16K.
Parallel Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2021 and held it in 13 quarters.
Parallel Advisors's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $14K in Q2 2021.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2024.

Based on Parallel Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.