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SPBCSPBC
9 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

NewEdge Advisors, LLC holds 1,228 shares of SPBC (SIMPLIFY EXCHANGE TRADED FUN), worth $57,952 as of 2026-Q2. The position was decreased (-91.4% shares). SPBC represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$57,952

Current Shares

1,228

Total Value Change

-$691,048

Total Shares Change

-25,417

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,228
-91.4%
$57,9520.0%$47.19
0
2026-Q1
Increased
14,259
+14.6%
$592,9720.0%$43.51
28
2025-Q4
Increased
12,448
+32.2%
$556,6590.0%$45.07
31
2025-Q3
Increased
9,418
+630.1%
$422,4090.0%$44.56
39
2025-Q2
Decreased
1,290
-25.6%
$53,4570.0%$40.98
0
2025-Q1
Increased
1,735
+13.0%
$62,9980.0%$35.98
24
2024-Q4
New
1,535
-
$59,2890.0%$38.53
29
2022-Q1
Exited
0
-100.0%
$00.0%$25.16
0
2021-Q4
New
26,645
-
$749,0000.0%$26.30
34

Other major holders of SPBC: Private Advisor Group, LLC, LPL Financial LLC

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