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

Prospera 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
2022
Q2 		– Sell
-100
Closed -$4K – 2449
2022
Q1 		$4K Buy
+100
New +$4.02K ﹤0.01% 2346
2020
Q4 		– Sell
-200
Closed -$6K – 1412
2020
Q3 		$6K Buy
+200
New +$6.42K ﹤0.01% 1253

Other funds holding SIMS

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Prospera Financial Services's SIMS Position: Q2 2022 in Review

Prospera Financial Services sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Prospera Financial Services first reported a position in SIMS in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q3 2020. 31 funds tracked by Wall St. Rank hold SIMS as of Q2 2022.

  • Prospera Financial Services reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 100 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2022, an estimated $4K.
  • Prospera Financial Services first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $6K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.