SS SPDR S&P Kensho Is ETFSIMSETF
13F holders, Q2 2025 (June 30)12holders
1new positions
1sold out
$35.42avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding SS SPDR S&P Kensho Is ETF (SIMS) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Freedom Investment Management, Inc. ($480K), SFI Advisors, LLC ($451K) and Comprehensive Money Management Services LLC ($378K).
- Company
- SS SPDR S&P Kensho Is ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $18K |
| Exits | 1 | $464 |
All 13F filers, Q1 2025 → Q2 2025: 1,893 shares bought and 4,269 shares sold, net −2,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Freedom Investment Management, Inc. | 0.04% | Add +3.8% | 13,545 | $480K |
| SFI Advisors, LLC | 0.31% | Reduce -3.3% | 12,735 | $451K |
| Comprehensive Money Management Services LLC | 0.29% | Reduce -1.8% | 10,661 | $378K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.0% | 10,342 | $366K |
| LPL Financial LLC | 0.00% | Reduce -22.6% | 7,511 | $266K |
| UBS Group AG | 0.00% | Add +43.6% | 2,928 | $104K |
| Bank of America Corp. | 0.00% | Reduce -30.2% | 2,925 | $104K |
| Farther Finance Advisors, LLC | 0.00% | New | 504 | $18K |
| Osaic Holdings, Inc. | 0.00% | No change | 241 | $9K |
| Pacific Center for Financial Services | 0.00% | Add +0.5% | 224 | $8K |
| Morgan Stanley | 0.00% | Reduce -31.6% | 134 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $1K |
"% 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.