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SPDSPD
17 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF

LPL Financial LLC holds 74,260 shares of SPD (SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF), worth $3.1M as of 2026-Q2. The position was decreased (-68.8% shares). SPD represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$3.1M

Current Shares

74,260

Total Value Change

-$7.5M

Total Shares Change

-325,392

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
74,260
-68.8%
$3.1M0.0%$41.48
0
2026-Q1
Decreased
238,299
-38.1%
$8.7M0.0%$38.55
0
2025-Q4
Increased
384,800
+856.0%
$15.1M0.0%$39.58
45
2025-Q3
Increased
40,252
+66.9%
$1.6M0.0%$39.27
38
2025-Q2
Increased
24,116
+19.5%
$916,7970.0%$37.36
30
2025-Q1
Increased
20,175
+10.6%
$624,0410.0%$30.60
27
2024-Q4
Increased
18,249
+43.8%
$609,0090.0%$33.33
33
2024-Q3
Increased
12,693
+6.5%
$424,8220.0%$32.84
26
2024-Q2
New
11,916
-
$385,1180.0%$31.82
33
2024-Q1
Exited
0
-100.0%
$00.0%$30.51
0
2023-Q4
Decreased
53,054
-0.1%
$1.5M0.0%$28.11
0
2023-Q3
Increased
53,129
+15.2%
$1.4M0.0%$25.51
29
2023-Q2
Decreased
46,103
-6.5%
$1.3M0.0%$26.21
0
2023-Q1
Increased
49,297
+26.4%
$1.3M0.0%$24.30
31
2022-Q4
Decreased
38,993
-96.1%
$945,5800.0%$23.25
0
2022-Q3
Increased
1M
+151.2%
$26.5M0.0%$25.14
46
2022-Q2
New
399,652
-
$10.6M0.0%$25.23
38

Other major holders of SPD: ENVESTNET ASSET MANAGEMENT INC, HighTower Advisors, LLC

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