SPDR SERIES TRUST - SIMS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SFI Advisors, LLC | History | Reduced | 12,342 | 517 | 0.33% | 0.34% | 1 | -233 | -1.85% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 9,930 | 416 | 0.01% | 0.01% | 2 | -412 | -3.98% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 9,634 | 404 | 0.28% | 0.29% | 3 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | No change | 4,924 | 206 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,687 | 112 | 0.0% | 0.0% | 5 | -178 | -6.21% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | New | 600 | 25 | 0.0% | — | 6 | +600 | New | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 506 | 21 | 0.0% | 0.0% | 7 | +1 | 0.2% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 352 | 14 | 0.0% | — | 9 | +352 | New | Q4 2025 | Mar 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 354 | 14 | 0.0% | 0.0% | 8 | +113 | 46.89% | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 224 | 9 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 97 | 4 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | No change | 89 | 3 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 65 | 2 | 0.0% | — | 14 | +65 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,169 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,243 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Nov 18, 2025 |