SS SPDR S&P Kensho Is ETFSIMSETF
13F holders, Q4 2025 (December 31)14holders
2new positions
3sold out
$41.97avg. 13F price*
At the end of Q4 2025, 14 institutions reported holding SS SPDR S&P Kensho Is ETF (SIMS) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were SFI Advisors, LLC ($518K), Cary Street Partners Financial LLC ($417K) and Comprehensive Money Management Services LLC ($404K).
- Company
- SS SPDR S&P Kensho Is ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $28K |
| Exits | 3 | $329K |
All 13F filers, Q3 2025 → Q4 2025: 779 shares bought and 8,565 shares sold, net −7,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| SFI Advisors, LLC | 0.33% | Reduce -1.9% | 12,342 | $518K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.0% | 9,930 | $417K |
| Comprehensive Money Management Services LLC | 0.28% | No change | 9,634 | $404K |
| HighTower Advisors, LLC | 0.00% | No change | 4,924 | $207K |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 2,687 | $113K |
| Geneos Wealth Management Inc. | 0.00% | New | 600 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.2% | 506 | $21K |
| Osaic Holdings, Inc. | 0.00% | Add +46.9% | 354 | $15K |
| SHP Wealth Management | 0.00% | — | 352 | $15K |
| Pacific Center for Financial Services | 0.00% | No change | 224 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 97 | $4K |
| Morgan Stanley | 0.00% | No change | 89 | $4K |
| Triumph Capital Management | 0.00% | New | 65 | $3K |
"% 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.