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

SFI 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
2026 Q2	$265K	Sell	5,623 -1,128	-17%	-$51.5K	0.23%	47
2026 Q1	$284K	Sell	6,751 -5,591	-45%	-$246K	0.3%	43
2025 Q4	$518K	Sell	12,342 -233	-2%	-$10.3K	0.33%	43
2025 Q3	$534K	Sell	12,575 -160	-1%	-$6.21K	0.34%	45
2025 Q2	$451K	Sell	12,735 -431	-3%	-$13.9K	0.31%	47
2025 Q1	$407K	Sell	13,166 -264	-2%	-$8.8K	0.3%	57
2024 Q4	$459K	Sell	13,430 -1,509	-10%	-$54.1K	0.32%	49
2024 Q3	$515K	Sell	14,939 -19,704	-57%	-$674K	0.37%	48
2024 Q2	$1.15M	Sell	34,643 -16,136	-32%	-$546K	0.89%	30
2024 Q1	$1.76M	Sell	50,779 -3,719	-7%	-$124K	1.38%	27
2023 Q4	$1.88M	Sell	54,498 -13,104	-19%	-$415K	1.61%	24
2023 Q3	$2.15M	Buy	67,602 +2,745	+4%	+$95.9K	2.1%	23
2023 Q2	$2.33M	Buy	64,857 +3,611	+6%	+$122K	2.21%	21
2023 Q1	$2.12M	Buy	61,246 +8,405	+16%	+$294K	2.13%	20
2022 Q4	$1.73M	Sell	52,841 -5,474	-9%	-$185K	1.87%	21
2022 Q3	$1.88M	Buy	58,315 +1,254	+2%	+$44.9K	2.18%	20
2022 Q2	$1.83M	Buy	57,061 +1,261	+2%	+$45.2K	2.02%	22
2022 Q1	$2.28K	Buy	55,800 +739	+1%	+$29.7K	1.39%	22
2021 Q4	$2.24M	Buy	+55,061	New	+$2.55M	1.98%	21

Other funds holding SIMS

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

SFI Advisors's SIMS Position: Q2 2026 in Review

SFI Advisors reduced its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 17% in Q2 2026, selling an estimated $51.5K and leaving 5,623 shares worth $265K. The position accounts for 0.23% of the portfolio, ranked #47.

SFI Advisors first reported a position in SIMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q2 2023. 6 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

SFI Advisors held 5,623 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $265K as of Q2 2026.
SFI Advisors sold 1,128 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2026, an estimated $51.5K.
State Street SPDR S&P Kensho Intelligent Structures ETF made up 0.23% of SFI Advisors's portfolio in Q2 2026, its #47 holding.
SFI Advisors first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2021 and has held it in 19 quarters since.
SFI Advisors's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $2.33M in Q2 2023.
6 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.