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Steigerwald Gordon & Koch’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Steigerwald Gordon & Koch’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 		– Sell
-100
Closed -$4.21K – 780
2026
Q1 		$4.21K Hold
100
– – ﹤0.01% 633
2025
Q4 		$4.2K Hold
100
– – ﹤0.01% 709
2025
Q3 		$4.25K Buy
+100
New +$3.88K ﹤0.01% 648

Other funds holding SIMS

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 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

Steigerwald Gordon & Koch's SIMS Position: Q2 2026 in Review

Steigerwald Gordon & Koch sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2026, closing a stake of 100 shares — an estimated $4.21K sold.

Steigerwald Gordon & Koch first reported a position in SIMS in Q3 2025 and held it in 3 quarters. The position peaked at $4.25K in Q3 2025. 6 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

  • Steigerwald Gordon & Koch reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 100 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2026, an estimated $4.21K.
  • Steigerwald Gordon & Koch first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q3 2025 and held it in 3 quarters.
  • Steigerwald Gordon & Koch's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $4.25K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.