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

Tidal Investments’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 Q1	–	Sell	-8,503	Closed	-$387K	–	1139
2021 Q4	$387K	Sell	8,503 -1,114	-12%	-$51.5K	0.01%	689
2021 Q3	$420K	Buy	9,617 +2,731	+40%	+$125K	0.02%	555
2021 Q2	$329K	Buy	+6,886	New	+$322K	0.01%	543

Other funds holding SIMS

CFD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

VNA

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Tidal Investments's SIMS Position: Q1 2022 in Review

Tidal Investments sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q1 2022, closing a stake of 8,503 shares — an estimated $387K sold.

Tidal Investments first reported a position in SIMS in Q2 2021 and held it in 3 quarters. The position peaked at $420K in Q3 2021. 36 funds tracked by Wall St. Rank hold SIMS as of Q1 2022.

Tidal Investments reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q1 2022 after selling out during the quarter.
Tidal Investments sold 8,503 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q1 2022, an estimated $387K.
Tidal Investments first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2021 and held it in 3 quarters.
Tidal Investments's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $420K in Q3 2021.
36 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q1 2022.

Based on Tidal Investments's 13F filing for Q1 2022, filed 20 May 2022.