SPDR SERIES TRUST - S&P KENSHO INTLG (SIMS)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / S&P KENSHO INTLG
Number of holders
14
Total 13F shares, excl. options
77,302
Shares change
-15,425
Total reported value, excl. options
$2,641,374
Value change
-$533,141
Number of buys
2
Number of sells
-9
Price
$34.17

Significant Holders of SPDR SERIES TRUST - S&P KENSHO INTLG (SIMS) as of Q4 2024

17 filings reported holding SIMS - SPDR SERIES TRUST - S&P KENSHO INTLG as of Q4 2024.
SPDR SERIES TRUST - S&P KENSHO INTLG (SIMS) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 77,302 shares .
Largest 10 shareholders include SFI Advisors, LLC (13,430 shares), LPL Financial LLC (11,688 shares), Comprehensive Money Management Services LLC (11,211 shares), CARY STREET PARTNERS FINANCIAL LLC (10,447 shares), Freedom Investment Management, Inc. (10,085 shares), ENVESTNET ASSET MANAGEMENT INC (6,311 shares), CITADEL ADVISORS LLC (6,099 shares), BANK OF AMERICA CORP /DE/ (5,852 shares), UBS Group AG (1,615 shares), and Pacific Center for Financial Services (223 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.