SPDR SERIES TRUST - SIMS

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$1.751M
QoQ value delta ($000)
-$337K (-16.14%)
Implied price effect (QoQ)
-1.26%
Shares
Total shares
41,904
QoQ shares delta
-7,434 (-15.07%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SIMS)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 14 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
SFI Advisors, LLC 517 12,342 0.33%
CARY STREET PARTNERS FINANCIAL LLC 416 9,930 0.01%
Comprehensive Money Management Services LLC 404 9,634 0.28%
HighTower Advisors, LLC 206 4,924 0.0%
BANK OF AMERICA CORP /DE/ 112 2,687 0.0%
Geneos Wealth Management Inc. 25 600 0.0%
Farther Finance Advisors, LLC 21 506 0.0%
OSAIC HOLDINGS, INC. 14 354 0.0%
SHP Wealth Management 14 352 0.0%
Pacific Center for Financial Services 9 224 0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV 4 97 0.0%
Steigerwald, Gordon & Koch Inc. 4 100 0.0%
MORGAN STANLEY 3 89 0.0%
Triumph Capital Management 2 65 0.0%