Valley National Advisers’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Valley National Advisers’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	$471	Buy	+10	New	+$457	﹤0.01%	957
2024 Q2	–	Sell	-190	Closed	-$6K	–	1265
2024 Q1	$6K	Hold	190	–	–	﹤0.01%	760
2023 Q4	$6K	Hold	190	–	–	﹤0.01%	761
2023 Q3	$6K	Sell	190 -215	-53%	-$7.51K	﹤0.01%	692
2023 Q2	$15K	Hold	405	–	–	﹤0.01%	546
2023 Q1	$13K	Sell	405 -36	-8%	-$1.26K	﹤0.01%	561
2022 Q4	$15K	Hold	441	–	–	﹤0.01%	532
2022 Q3	$14K	Sell	441 -17,557	-98%	-$629K	﹤0.01%	548
2022 Q2	$602K	Sell	17,998 -5,256	-23%	-$189K	0.13%	142
2022 Q1	$949K	Sell	23,254 -26,988	-54%	-$1.09M	0.18%	118
2021 Q4	$2.28M	Sell	50,242 -1,166	-2%	-$53.9K	0.42%	65
2021 Q3	$2.25M	Buy	51,408 +4,071	+9%	+$187K	0.41%	61
2021 Q2	$2.26M	Buy	47,337 +5,087	+12%	+$238K	0.41%	57
2021 Q1	$1.92M	Buy	42,250 +13,108	+45%	+$590K	0.38%	60
2020 Q4	$1.23M	Buy	29,142 +12,035	+70%	+$447K	0.26%	81
2020 Q3	$554K	Buy	17,107 +4,135	+32%	+$133K	0.13%	117
2020 Q2	$388K	Buy	12,972 +2,983	+30%	+$80.4K	0.09%	131
2020 Q1	$231K	Buy	9,989 +367	+4%	+$10.9K	0.06%	166
2019 Q4	$315K	Buy	9,622 +1,954	+25%	+$61K	0.08%	163
2019 Q3	$229K	Buy	+7,668	New	+$226K	0.06%	178
2019 Q2	–	Sell	-4,206	Closed	-$118K	–	777
2019 Q1	$118K	Buy	+4,206	New	+$116K	0.03%	219

Other funds holding SIMS

CSP

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

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

Valley National Advisers's SIMS Position: Q2 2026 in Review

Valley National Advisers opened a new position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2026: 10 shares worth $471. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in SIMS as recently as Q1 2024.

Valley National Advisers first reported a position in SIMS in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.28M in Q4 2021. 6 funds tracked by Wall St. Rank hold SIMS as of Q2 2026.

Valley National Advisers held 10 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $471 as of Q2 2026.
State Street SPDR S&P Kensho Intelligent Structures ETF was a new Valley National Advisers position in Q2 2026.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #957 holding.
Valley National Advisers first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2019 and has held it in 21 quarters since.
Valley National Advisers's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $2.28M in Q4 2021.
6 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.