William Blair & Company’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

William Blair & Company’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 Q4	–	Sell	-26,947	Closed	-$867K	–	1872
2022 Q3	$867K	Sell	26,947 -3,212	-11%	-$115K	﹤0.01%	860
2022 Q2	$966K	Sell	30,159 -3,739	-11%	-$134K	﹤0.01%	860
2022 Q1	$1.38M	Sell	33,898 -58,412	-63%	-$2.35M	﹤0.01%	807
2021 Q4	$4.2M	Sell	92,310 -26,087	-22%	-$1.21M	0.01%	518
2021 Q3	$5.17M	Buy	118,397 +3,007	+3%	+$138K	0.02%	449
2021 Q2	$5.52M	Buy	115,390 +69,856	+153%	+$3.27M	0.02%	436
2021 Q1	$2.07M	Buy	45,534 +23,786	+109%	+$1.07M	0.01%	680
2020 Q4	$916K	Buy	+21,748	New	+$808K	﹤0.01%	883

Other funds holding SIMS

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSPIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

William Blair & Company's SIMS Position: Q4 2022 in Review

William Blair & Company sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q4 2022, closing a stake of 26,947 shares — an estimated $867K sold.

William Blair & Company first reported a position in SIMS in Q4 2020 and held it in 8 quarters. The position peaked at $5.52M in Q2 2021. 32 funds tracked by Wall St. Rank hold SIMS as of Q4 2022.

William Blair & Company reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q4 2022 after selling out during the quarter.
William Blair & Company sold 26,947 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q4 2022, an estimated $867K.
William Blair & Company first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2020 and held it in 8 quarters.
William Blair & Company's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $5.52M in Q2 2021.
32 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q4 2022.

Based on William Blair & Company's 13F filing for Q4 2022, filed 10 Feb 2023.