SIMS — SPDR SER TR

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SPDR SER TR (SIMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2022 Q1)
Avg. % of fund
0.0%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 330 +67 +25.5% 0.00% $14K $42.36
2023 Q1 ADDED 263 +58 +28.3% 0.00% $9K $33.71
2022 Q4 REDUCED 205 -5,832 -96.6% 0.00% $7K $31.65
2022 Q1 ADDED 6,037 +2,574 +74.3% 0.01% $246K $39.09
2021 Q2 INITIATED 3,463 — — 0.01% $166K $45.59
% of Fund (quarterly)    SIMS price (monthly, adj. close)

Other funds also holding SIMS

As of 2025 Q4 — sorted by position size

SFI Advisors, LLC 3Y 0.33% CARY STREET PARTNERS FINANCIAL LLC 0.01% Pacific Center for Financial Services 3Y 7Y 0.0% SHP Wealth Management 0.0% Geneos Wealth Management Inc. 3Y 0.0% Steigerwald, Gordon & Koch Inc. 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
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