SIMS SPDR SER TR

Ownership history in OSAIC HOLDINGS, INC.  ·  24 quarters on record

AI Ownership Summary

OSAIC HOLDINGS, INC. reported SPDR SER TR (SIMS) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. 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 OSAIC HOLDINGS, INC.'s position in SPDR SER TR, 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
0.0% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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 OSAIC HOLDINGS, INC. held SIMS — position size vs. price
% of Fund (quarterly)    SIMS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 354 +113 +46.9% 0.00% $15K 2026-02-14 (Est.) $45.08
2025 Q3 ADDED 241 +1 +0.4% 0.00% $10K 2025-11-14 $43.06
2025 Q2 REDUCED 240 -1 -0.4% 0.00% $8K 2025-08-13 $38.77
2025 Q1 ADDED 241 +150 +164.8% 0.00% $7K 2025-05-12 $33.26
2024 Q4 UNCHANGED 91 0% 0.00% $3K 2025-02-07 $33.47
2024 Q3 UNCHANGED 91 0% 0.00% $3K 2024-11-13 $35.62
2024 Q2 ADDED 91 +1 +1.1% 0.00% $3K 2024-08-13 $32.66
2024 Q1 UNCHANGED 90 0% 0.00% $3K 2024-05-10 $33.75
2023 Q4 REDUCED 90 -1,169 -92.9% 0.00% $3K 2024-02-12 $33.64
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OSAIC HOLDINGS, INC. and SIMS

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

How long has OSAIC HOLDINGS, INC. reported owning SIMS?

OSAIC HOLDINGS, INC. reported SIMS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SIMS position in OSAIC HOLDINGS, INC.'s portfolio?

The largest reported portfolio weight for SIMS was 0.00% in 2025 Q4.

What is the latest reported SIMS position on this page?

The most recent filing on this page is 2025 Q4, when OSAIC HOLDINGS, INC. reported 354 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this SIMS ownership page compare?

The chart compares OSAIC HOLDINGS, INC.'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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