SIMS β€” SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  22 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF (SIMS) in 22 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.09% in 2023 Q3. The latest visible filing shows SIMS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SIMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SIMS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held SIMS β€” position size vs. price
% of Fund (quarterly)    SIMS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 97 β€” 0% 0.00% $4K 2026-02-14 (Est.) $45.08
2025 Q3 ADDED 97 +57 +142.5% 0.00% $4K 2025-11-12 $44.99
2025 Q2 UNCHANGED 40 β€” 0% 0.00% $1K 2025-08-04 $37.23
2025 Q1 UNCHANGED 40 β€” 0% 0.00% $1K 2025-04-23 $29.01
2024 Q4 REDUCED 40 -481 -92.3% 0.00% $1K 2025-02-10 $33.71
2024 Q3 REDUCED 521 -78 -13.0% 0.00% $18K 2024-10-28 $35.23
2024 Q2 ADDED 599 +57 +10.5% 0.00% $20K 2024-08-06 $32.69
2024 Q1 ADDED 542 +14 +2.7% 0.00% $19K 2024-05-01 $32.22
2023 Q4 REDUCED 528 -24,278 -97.9% 0.00% $18K 2024-01-10 $32.43
2023 Q3 REDUCED 24,806 -711 -2.8% 0.09% $789K 2023-11-14 $31.18
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SIMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning SIMS?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SIMS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SIMS position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for SIMS was 0.09% in 2023 Q3.

What is the latest reported SIMS position on this page?

The most recent filing on this page is 2025 Q4, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 97 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this SIMS ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly SIMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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