SHP Wealth Management
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SHP Wealth Management’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

SHP Wealth Management’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 		$16.6K Hold
352
– – ﹤0.01% 839
2026
Q1 		$14.8K Hold
352
– – ﹤0.01% 805
2025
Q4 		$14.8K Buy
+352
New +$15.6K ﹤0.01% 740

Other funds holding SIMS

Cary Street Partners
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SHP Wealth Management's SIMS Position: Q2 2026 in Review

SHP Wealth Management held its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) position steady in Q2 2026 at 352 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

SHP Wealth Management first reported a position in SIMS in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

  • SHP Wealth Management held 352 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $16.6K as of Q2 2026.
  • SHP Wealth Management left its State Street SPDR S&P Kensho Intelligent Structures ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #839 holding.
  • SHP Wealth Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.