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SIMS SPDR SERIES TRUST

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SP KENSHO INFRA (fund)

13 managers (13 13F filers) reported a position in SIMS shares at 2025-03-31, 64,166 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
13
13F filers
13
New
0
Added
4
Reduced
4
Sold out
2
Shares held by filers
64,166

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SFI Advisors, LLC13,166$407K0.3%-26413F-HRTimeline
Freedom Investment Management, Inc.13,046$404K0.03%+2,96113F-HRTimeline
Comprehensive Money Management Services…10,861$336K0.27%-35013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,447$323K0.01%013F-HRTimelineGroup
LPL Financial LLC9,702$300K<0.01%-1,98613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,190$130K<0.01%-1,66213F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,039$63.1K<0.01%+42413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.241$7.46K<0.01%+15013F-HRTimelineGroup
Pacific Center for Financial Services223$6.91K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY196$6.08K<0.01%+113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV40$1.24K<0.01%013F-HRTimeline
Bogart Wealth, LLC15$464<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.