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

Realta Investment 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 Q2	–	Sell	-100	Closed	-$3.47K	–	819
2024 Q1	$3.47K	Buy	+100	New	+$3.34K	﹤0.01%	765
2023 Q4	–	Sell	-100	Closed	-$3.6K	–	735
2023 Q3	$3.6K	Hold	100	–	–	﹤0.01%	734
2023 Q2	$3.6K	Buy	+100	New	+$3.37K	﹤0.01%	784
2023 Q1	–	Sell	-200	Closed	-$6.54K	–	757
2022 Q4	$6.54K	Hold	200	–	–	﹤0.01%	756
2022 Q3	$6K	Buy	+200	New	+$7.17K	﹤0.01%	744

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

Oppenheimer & Co New York $8.21B AUM 28.81% 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

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

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Realta Investment Advisors's SIMS Position: Q2 2024 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2024, closing a stake of 100 shares — an estimated $3.47K sold.

Realta Investment Advisors first reported a position in SIMS in Q3 2022 and held it in 5 quarters. The position peaked at $6.54K in Q4 2022. 23 funds tracked by Wall St. Rank hold SIMS as of Q2 2024.

Realta Investment Advisors reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2024 after selling out during the quarter.
Realta Investment Advisors sold 100 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2024, an estimated $3.47K.
Realta Investment Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q3 2022 and held it in 5 quarters.
Realta Investment Advisors's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $6.54K in Q4 2022.
23 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.