SS SPDR S&P Kensho Is ETFSIMSETF
13F holders, Q1 2025 (March 31)12holders −2
0new positions
2sold out
$30.94avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding SS SPDR S&P Kensho Is ETF (SIMS) in their 13F filings, down 2 from Q4 2024. 0 opened new positions and 2 sold out. The largest holders were SFI Advisors, LLC ($407K), Freedom Investment Management, Inc. ($404K) and Comprehensive Money Management Services LLC ($336K).
- Company
- SS SPDR S&P Kensho Is ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $424K |
All 13F filers, Q4 2024 → Q1 2025: 3,536 shares bought and 16,672 shares sold, net −13,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| SFI Advisors, LLC | 0.30% | Reduce -2.0% | 13,166 | $407K |
| Freedom Investment Management, Inc. | 0.03% | Add +29.4% | 13,046 | $404K |
| Comprehensive Money Management Services LLC | 0.27% | Reduce -3.1% | 10,861 | $336K |
| Cary Street Partners Financial LLC | 0.01% | No change | 10,447 | $323K |
| LPL Financial LLC | 0.00% | Reduce -17.0% | 9,702 | $300K |
| Bank of America Corp. | 0.00% | Reduce -28.4% | 4,190 | $130K |
| UBS Group AG | 0.00% | Add +26.3% | 2,039 | $63K |
| Osaic Holdings, Inc. | 0.00% | Add +164.8% | 241 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 223 | $7K |
| Morgan Stanley | 0.00% | Add +0.5% | 196 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $464 |
"% 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.