SPDR S&P Kensho Intelligent Structures

SIMS • ARCA

SPDR S&P Kensho Intelligent Structures is an exchange-traded fund on ARCA. As of Q3 2025, 15 institutional investors hold shares in this ETF, with total holdings valued at $2.1M. SFI Advisors, LLC is the largest holder with a position valued at $533.8K.

Overview

Overview of institutional ownership in SIMS as of Q3 2025

All Institutions

Institutions: 15
Value Held: $2.1M
Shares Held: 49.4K
Avg Position: $139.8K
Median Position: $21.4K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in SIMS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SFI Advisors, LLC RIA/Wealth	Stephen Gaetano Vicinelli President	$533.8K 0.35% of portfolio	12.6K shares	Q4 2021 Held for 3y 11m	$151.2M
C CARY STREET PARTNERS FINANCIAL LLC Institution	-	$439.0K 0.01% of portfolio	10.3K shares	Q4 2024 Held for 11 months	$3.8B
Comprehensive Money Management Services LLC RIA/Wealth	Donald Ray Rice Chairman	$408.9K 0.29% of portfolio	9.6K shares	Q4 2024 Held for 11 months	$141.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$219.4K 0.00% of portfolio	5.2K shares	Q3 2025 Held for 2 months	$67.9B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$209.0K 0.00% of portfolio	4.9K shares	Q3 2025 Held for 2 months	$87.7B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$121.6K 0.00% of portfolio	2.9K shares	Q1 2018 Held for 7y 8m	$1.33T
UBS Group AG Institution	Sergio P. Ermotti CEO	$95.2K 0.00% of portfolio	2.2K shares	Q3 2021 Held for 4y 2m	$511.54B
Farther Finance Advisors, LLC RIA/Wealth	Joseph Taylor Matthews Managing Partner	$21.4K 0.00% of portfolio	505.0 shares	Q2 2025 Held for 5 months	$6.6B
A Advisory Services Network, LLC RIA/Wealth	Thomas Cleveland Prescott Managing Partner	$14.0K 0.00% of portfolio	330.0 shares	Q3 2025 Held for 2 months	$6.8B
A Advisor Group Holdings, Inc. Institution	-	$10.2K 0.00% of portfolio	241.0 shares	Q1 2020 Held for 5y 8m	$71.0B

Net Capital Flow

Institutional buying and selling activity for SIMS in Q3 2025

Traded: −$377.8K
Buyers: 7
Sellers: 7
Total Bought: +$451.9K
Total Sold: −$829.7K
Avg Position: $123.4K

Biggest Buyers

Institution	Net Bought	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$219.4K +5.2K shares	$219.4K 5.2K shares
HighTower Advisors, LLC RIA/Wealth	+$209.0K +4.9K shares	$209.0K 4.9K shares
A Advisory Services Network, LLC RIA/Wealth	+$14.0K +330.0 shares	$14.0K 330.0 shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	+$4.2K +100.0 shares	$4.2K 100.0 shares
Triumph Capital Management RIA/Wealth	+$2.8K +65.0 shares	$2.8K 65.0 shares
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	+$2.4K +57.0 shares	$4.1K 97.0 shares
Farther Finance Advisors, LLC RIA/Wealth	+$42.4 +1.0 shares	$21.4K 505.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Eqis Capital Management, Inc. RIA/Wealth	−$479.7K −13.5K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$266.0K −7.5K shares	Sold Off 0 shares
Comprehensive Money Management Services LLC RIA/Wealth	−$43.6K −1.0K shares	$408.9K 9.6K shares
UBS Group AG Institution	−$29.1K −685.0 shares	$95.2K 2.2K shares
SFI Advisors, LLC RIA/Wealth	−$6.8K −160.0 shares	$533.8K 12.6K shares
BANK OF AMERICA CORP /DE/ Institution	−$2.5K −60.0 shares	$121.6K 2.9K shares
MORGAN STANLEY RIA/Wealth	−$1.9K −45.0 shares	$3.8K 89.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SIMS in Q3 2025

New Positions: 2
New Value: $7.0K
Exited Positions: 2
Exited Value: $745.7K

New Positions

Institution	Position Value
Steigerwald, Gordon & Koch Inc. RIA/Wealth	$4.2K 100.0 shares
Triumph Capital Management RIA/Wealth	$2.8K 65.0 shares

Exited Positions

Institution	Previous Position
Eqis Capital Management, Inc. RIA/Wealth	$479.7K 13.5K shares
L LPL Financial LLC Institution	$266.0K 7.5K shares

Options Activity

Institutions with the largest Call and Put options positions in SIMS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SIMS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SFI Advisors, LLC RIA/Wealth	Stephen Gaetano Vicinelli President	0.35% $533.8K	12.6K shares	Q4 2021 Held for 3y 11m	$151.2M
Comprehensive Money Management Services LLC RIA/Wealth	Donald Ray Rice Chairman	0.29% $408.9K	9.6K shares	Q4 2024 Held for 11 months	$141.3M
C CARY STREET PARTNERS FINANCIAL LLC Institution	-	0.01% $439.0K	10.3K shares	Q4 2024 Held for 11 months	$3.8B
Pacific Center for Financial Services Real Assets	Alexander Jason Valner President	0.00% $9.5K	224.0 shares	Q1 2023 Held for 2y 8m	$392.1M
Triumph Capital Management RIA/Wealth	Derek Nathan Eichenwald President	0.00% $2.8K	65.0 shares	Q3 2025 Held for 2 months	$400.6M
Steigerwald, Gordon & Koch Inc. RIA/Wealth	John Stephen Steigerwald CEO	0.00% $4.2K	100.0 shares	Q3 2025 Held for 2 months	$1.0B
Farther Finance Advisors, LLC RIA/Wealth	Joseph Taylor Matthews Managing Partner	0.00% $21.4K	505.0 shares	Q2 2025 Held for 5 months	$6.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $219.4K	5.2K shares	Q3 2025 Held for 2 months	$67.9B
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	Brent Anthony Owens President	0.00% $4.1K	97.0 shares	Q3 2020 Held for 5y 2m	$1.5B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	0.00% $209.0K	4.9K shares	Q3 2025 Held for 2 months	$87.7B