Ownership history in SFI Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which SFI Advisors, LLC reported a position in SPDR S&P KENSHO INTLG ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 12,342 | -233 | -1.9% | 0.33% | $518K | $41.97 |
| 2025 Q3 | REDUCED | 12,575 | -160 | -1.3% | 0.34% | $534K | $42.36 |
| 2025 Q2 | REDUCED | 12,735 | -431 | -3.3% | 0.31% | $451K | $35.30 |
| 2025 Q1 | REDUCED | 13,166 | -264 | -2.0% | 0.30% | $407K | $30.77 |
| 2024 Q4 | REDUCED | 13,430 | -1,509 | -10.1% | 0.32% | $459K | $33.91 |
| 2024 Q3 | REDUCED | 14,939 | -19,704 | -56.9% | 0.37% | $515K | $34.23 |
| 2024 Q2 | REDUCED | 34,643 | -16,136 | -31.8% | 0.89% | $1.2M | $32.92 |
| 2024 Q1 | REDUCED | 50,779 | -3,719 | -6.8% | 1.38% | $1.8M | $34.18 |
| 2023 Q4 | REDUCED | 54,498 | -13,104 | -19.4% | 1.61% | $1.9M | $34.00 |
| 2023 Q3 | ADDED | 67,602 | +2,745 | +4.2% | 2.10% | $2.2M | $31.24 |
As of 2025 Q4 — sorted by position size