SIMS — SPDR SER TR

Ownership history in UBS Group AG  ·  20 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,243 -685 -23.4% 0.00% $95K $42.36
2025 Q2 ADDED 2,928 +889 +43.6% 0.00% $104K $35.30
2025 Q1 ADDED 2,039 +424 +26.3% 0.00% $63K $30.77
2024 Q4 REDUCED 1,615 -354 -18.0% 0.00% $55K $33.91
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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