SPDR SERIES TRUST (SIMS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
15
Reporting holders
$2.0M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | $465.5K | 9,888 | 0.01% | 7q | HELD |
| Comprehensive Money Management Services LLC | $445.0K | 9,451 | 0.28% | 7q | -1.9%-$8.6K |
| CITADEL ADVISORS LLC | $422.7K | 8,979 | 0.00% | 2q | +2.3%+$9.4K |
| SFI Advisors, LLC | $264.7K | 5,623 | 0.23% | 19q | -16.7%-$53.1K |
| HighTower Advisors, LLC | $231.8K | 4,924 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $46.0K | 976 | 0.00% | 5q | +92.9%+$22.1K |
| Geneos Wealth Management Inc. | $28.2K | 600 | 0.00% | 3q | HELD |
| UBS Group AG | $24.0K | 510 | 0.00% | new | NEW |
| SHP Wealth Management | $16.6K | 352 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $14.7K | 313 | 0.00% | 26q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.6K | 97 | 0.00% | 24q | HELD |
| MORGAN STANLEY | $4.2K | 89 | 0.00% | 23q | +1.1% |
| Triumph Capital Management | $3.1K | 65 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9K | 40 | 0.00% | new | NEW |
| VALLEY NATIONAL ADVISERS INC | $471 | 10 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $2.0M | 41,917 | 3 | 3 | 2 | 0.0% |
| Q1 2026 | 15 | $1.8M | 42,686 | 3 | 0 | 3 | 0.0% |
| Q4 2025 | 14 | $1.8M | 41,904 | 2 | 1 | 3 | 0.0% |
| Q3 2025 | 14 | $2.1M | 49,338 | 4 | 1 | 5 | 0.0% |
| Q2 2025 | 12 | $2.2M | 61,790 | 1 | 2 | 6 | 0.0% |
| Q1 2025 | 12 | $2.0M | 64,166 | 0 | 4 | 4 | 0.0% |
| Q4 2024 | 14 | $2.6M | 77,302 | 1 | 1 | 6 | 0.0% |
| Q3 2024 | 15 | $2.7M | 77,357 | 1 | 1 | 9 | 0.0% |
| Q2 2024 | 22 | $4.0M | 120,898 | 1 | 3 | 10 | 0.0% |
| Q1 2024 | 24 | $9.0M | 260,075 | 3 | 7 | 9 | 0.0% |
| Q4 2023 | 22 | $8.2M | 237,142 | 3 | 4 | 9 | 0.0% |
| Q3 2023 | 22 | $8.0M | 250,658 | 1 | 7 | 5 | 0.0% |
| Q2 2023 | 22 | $8.9M | 248,146 | 4 | 8 | 6 | 0.0% |
| Q1 2023 | 23 | $11.2M | 323,549 | 1 | 6 | 6 | 0.0% |
| Q4 2022 | 28 | $10.5M | 320,223 | 4 | 3 | 9 | 0.0% |
| Q3 2022 | 34 | $13.2M | 411,064 | 6 | 8 | 11 | 0.0% |
| Q2 2022 | 31 | $14.3M | 446,247 | 1 | 6 | 13 | 0.0% |
| Q1 2022 | 35 | $19.0M | 468,162 | 3 | 9 | 12 | 0.0% |
| Q4 2021 | 42 | $26.8M | 595,464 | 4 | 16 | 10 | 0.0% |
| Q3 2021 | 36 | $21.9M | 501,007 | 6 | 13 | 8 | 0.0% |
| Q2 2021 | 34 | $24.5M | 512,398 | 9 | 13 | 5 | 0.0% |
| Q1 2021 | 28 | $20.7M | 455,404 | 11 | 8 | 1 | 0.0% |
| Q4 2020 | 15 | $12.0M | 284,929 | 7 | 3 | 1 | 0.0% |
| Q3 2020 | 10 | $3.8M | 117,399 | 2 | 3 | 2 | 0.0% |
| Q2 2020 | 10 | $2.8M | 92,566 | 3 | 2 | 3 | 0.0% |
| Q1 2020 | 9 | $3.6M | 154,681 | 1 | 3 | 2 | 0.0% |
| Q4 2019 | 9 | $5.5M | 168,858 | 0 | 3 | 3 | 0.0% |
| Q3 2019 | 9 | $5.2M | 174,240 | 2 | 2 | 3 | 0.0% |
| Q2 2019 | 8 | $5.2M | 171,286 | 1 | 2 | 2 | 0.0% |
| Q1 2019 | 8 | $5.7M | 205,743 | 2 | 3 | 1 | 0.0% |
| Q4 2018 | 7 | $3.0M | 120,569 | 0 | 0 | 0 | 0.0% |