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SPDSPD
23 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SIMPLIFY EXCHANGE TRADED FUN

OSAIC HOLDINGS, INC. holds 5,886 shares of SPD (SIMPLIFY EXCHANGE TRADED FUN), worth $244,158 as of 2026-Q2. The position was increased (+0.7% shares). SPD represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$244,158

Current Shares

5,886

Total Value Change

+$29,158

Total Shares Change

-2,103

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,886
+0.7%
$244,1580.0%$41.28
23
2026-Q1
Decreased
5,847
-0.4%
$212,6540.0%$36.11
0
2025-Q4
Decreased
5,868
-20.2%
$230,4110.0%$38.87
0
2025-Q3
Increased
7,353
+1.9%
$282,9220.0%$39.02
24
2025-Q2
Increased
7,218
+21.8%
$264,8210.0%$37.45
28
2025-Q1
Increased
5,927
+9945.8%
$183,3470.0%$30.39
37
2024-Q4
Decreased
59
-20.3%
$1,9780.0%$32.70
0
2024-Q3
Unchanged
74
0.0%
$2,4790.0%$32.70
0
2024-Q2
Decreased
74
-75.2%
$2,3890.0%$31.50
0
2024-Q1
Increased
298
+5.3%
$9,2640.0%$30.21
12
2023-Q4
Decreased
283
-10.4%
$8,1320.0%$27.83
0
2023-Q3
Decreased
316
-49.0%
$8,2850.0%$25.26
0
2023-Q2
Decreased
619
-72.5%
$16,9040.0%$26.21
0
2023-Q1
Decreased
2,247
-92.5%
$57,4770.0%$24.36
0
2022-Q4
Decreased
29,982
-10.1%
$727,0000.0%$23.02
0
2022-Q3
Decreased
33,363
-12.6%
$882,0000.0%$24.90
0
2022-Q2
Decreased
38,171
-7.2%
$1M0.0%$24.92
0
2022-Q1
Increased
41,128
+7.3%
$1.3M0.0%$29.33
27
2021-Q4
Increased
38,342
+58.3%
$1.3M0.0%$31.09
36
2021-Q3
Increased
24,219
+171.8%
$737,0000.0%$28.35
40
2021-Q2
Unchanged
8,911
0.0%
$270,0000.0%$28.18
0
2021-Q1
Increased
8,911
+11.5%
$252,0000.0%$26.15
26
2020-Q4
New
7,989
-
$215,0000.0%$24.91
32

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

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