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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 2025-06-30, 61,790 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
13
13F filers
13
New
1
Added
3
Reduced
6
Sold out
1
Shares held by filers
61,790

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Freedom Investment Management, Inc.13,545$480K0.04%+49913F-HRTimeline
SFI Advisors, LLC12,735$451K0.31%-43113F-HRTimeline
Comprehensive Money Management Services…10,661$378K0.29%-20013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,342$366K0.01%-10513F-HRTimelineGroup
LPL Financial LLC7,511$266K<0.01%-2,19113F-HRTimeline
UBS Group AGin group UBS Group AG2,928$104K<0.01%+88913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,925$104K<0.01%-1,26513F-HRTimelineGroup
Farther Finance Advisors, LLC504$17.9K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.241$8.54K<0.01%013F-HR/ATimelineGroup
Pacific Center for Financial Services224$7.92K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY134$4.75K<0.01%-6213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV40$1.42K<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.