SS SPDR S&P Kensho Is ETFSIMSETF
13F holders, Q4 2024 (December 31)14holders −1
1new positions
3sold out
1famous investor
$34.17avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding SS SPDR S&P Kensho Is ETF (SIMS) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 3 sold out. The largest holders were SFI Advisors, LLC ($459K), LPL Financial LLC ($399K) and Comprehensive Money Management Services LLC ($383K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Kensho Is ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $208K |
| Exits | 3 | $648K |
All 13F filers, Q3 2024 → Q4 2024: 6,955 shares bought and 22,380 shares sold, net −15,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| SFI Advisors, LLC | 0.32% | Reduce -10.1% | 13,430 | $459K |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 11,688 | $399K |
| Comprehensive Money Management Services LLC | 0.32% | — | 11,211 | $383K |
| Cary Street Partners Financial LLC | 0.01% | — | 10,447 | $357K |
| Freedom Investment Management, Inc. | 0.03% | Add +9.3% | 10,085 | $345K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 6,311 | $216K |
| Citadel Advisors | 0.00% | New | 6,099 | $208K |
| Bank of America Corp. | 0.00% | Reduce -9.2% | 5,852 | $200K |
| UBS Group AG | 0.00% | Reduce -18.0% | 1,615 | $55K |
| Pacific Center for Financial Services | 0.00% | No change | 223 | $8K |
| Morgan Stanley | 0.00% | No change | 195 | $7K |
| Osaic Holdings, Inc. | 0.00% | No change | 91 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -92.3% | 40 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $513 |
"% of holder's portfolio" is SIMS's weight in each manager's 13F, not the share of SS SPDR S&P Kensho Is ETF the manager owns.