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

Spire 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
2022 Q2	–	Sell	-200	Closed	-$8K	–	2818
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	2124
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	2425
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	2130
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	2127
2021 Q1	$9K	Buy	+200	New	+$9K	﹤0.01%	2454

Other funds holding SIMS

CFD

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

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 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 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

Spire Wealth Management's SIMS Position: Q2 2022 in Review

Spire Wealth Management sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2022, closing a stake of 200 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in SIMS in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q2 2021. 31 funds tracked by Wall St. Rank hold SIMS as of Q2 2022.

Spire Wealth Management reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 200 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2022, an estimated $8K.
Spire Wealth Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $10K in Q2 2021.
31 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.