SPDR SERIES TRUST - SIMS
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
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)
Market chart (SIMS)
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Top holders (Q4 2025)
Top 25 only
Full list
| 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% |
| Steigerwald, Gordon & Koch Inc. | 4 | 100 | 0.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 97 | 0.0% |
| MORGAN STANLEY | 3 | 89 | 0.0% |
| Triumph Capital Management | 2 | 65 | 0.0% |