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Position history for LPL Financial LLCLPL Financial LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

LPL Financial LLC holds 148,080 shares of SPBC (SIMPLIFY EXCHANGE TRADED FUN), worth $7M as of 2026-Q2. The position was increased (+2.4% shares). SPBC represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7M

Current Shares

148,080

Total Value Change

+$5M

Total Shares Change

+92,765

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
148,080
+2.4%
$7M0.0%$47.19
28
2026-Q1
Decreased
144,680
-16.5%
$6M0.0%$43.51
0
2025-Q4
Decreased
173,245
-56.1%
$7.7M0.0%$45.07
0
2025-Q3
Increased
394,437
+76.2%
$17.7M0.0%$44.56
43
2025-Q2
Increased
223,822
+21.1%
$9.3M0.0%$40.98
33
2025-Q1
Increased
184,756
+78.8%
$6.7M0.0%$35.98
42
2024-Q4
Increased
103,341
+86.8%
$4M0.0%$38.53
42
2024-Q3
Increased
55,315
+7.5%
$2M0.0%$35.97
28

Other major holders of SPBC: Private Advisor Group, LLC

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