Which funds hold SIMS?

As of 2026-Q2, 3 institutional funds reported holding SIMS (SPDR SERIES TRUST) in SEC 13F filings, with a combined reported value of $450.94K.

How many shares of SIMS do institutions own?

13F filers reported 9.58K shares of SIMS, worth $450.94K in aggregate at the end of 2026-Q2.

Is institutional ownership of SIMS rising or falling?

Share counts moved +8.0% versus the prior quarter — accumulation.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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SIMS — SPDR SERIES TRUST

Reported value held$786.16K

Funds holding (latest)5

Sector—

Funds holding (Q2 2026)3

Institutional value$450.94K · 9.58K sh

New / Add / Cut / Exit1 / 2 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Accumulating +8.0% (+711 sh)

Institutional value change Up +20.9%

As of Q2 2026, 3 SEC-registered investment managers reported holding SIMS (SPDR SERIES TRUST) in their latest 13F filings, with a combined reported value of $450.94K across 9.58K shares. That is +8.0% by share count (+711 shares) versus the previous quarter, while reported value moved +20.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	Q2 2026	8.98K	$422.73K	0.00%	Add
Invesco Ltd history	Q1 2024	6.42K	$222.45K	0.00%	Reduce
Bank of America Corp history	Q4 2025	2.69K	$112.77K	0.00%	Reduce
UBS Group AG history	Q2 2026	510	$24.01K	0.00%	New
Morgan Stanley history	Q2 2026	89	$4.20K	0.00%	Add

New Positions (Q2 2026)

UBS Group AG 510 sh · $24.01K

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

Fund	Q3 2021	Q4 2021	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023	Q1 2024	Q2 2024	Q3 2024	Q4 2024	Q1 2025	Q2 2025	Q3 2025	Q4 2025	Q1 2026	Q2 2026
Citadel Advisors	6.09K	8.17K	9.26K	9.26K	—	—	6.61K	—	7.11K	—	—	—	—	6.10K	—	—	—	—	8.78K	8.98K
UBS Group AG	763	2.04K	963	—	550	813	—	280	657	3.39K	3.32K	1.92K	1.97K	1.61K	2.04K	2.93K	2.24K	—	—	510
Morgan Stanley	592	592	592	592	465	465	453	489	460	391	364	363	195	195	196	134	89	89	88	89
Bank of America Corp	23.02K	15.83K	13.64K	11.66K	11.36K	10.52K	10.49K	10.34K	10.32K	8.33K	7.51K	7.10K	6.45K	5.85K	4.19K	2.92K	2.87K	2.69K	—	—
Invesco Ltd	—	—	8.80K	11.67K	13.09K	12.92K	12.71K	10.24K	9.29K	8.38K	6.42K	—	—	—	—	—	—	—	—	—

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