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SPDSPD
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF

AE Wealth Management LLC holds 179,266 shares of SPD (SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF), worth $7.4M as of 2026-Q2. The position was decreased (-1.2% shares). SPD represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$7.4M

Current Shares

179,266

Total Value Change

+$2.4M

Total Shares Change

+29,096

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
179,266
-1.2%
$7.4M0.0%$41.48
0
2026-Q1
Decreased
181,383
-0.5%
$6.6M0.0%$38.55
0
2025-Q4
Decreased
182,280
-1.4%
$7.2M0.0%$39.58
0
2025-Q3
Decreased
184,940
-0.2%
$7.3M0.0%$39.27
0
2025-Q2
Increased
185,279
+6701.7%
$7M0.1%$37.36
44
2025-Q1
Decreased
2,724
-98.2%
$84,2480.0%$30.60
0
2024-Q4
Decreased
147,629
-1.7%
$4.9M0.0%$33.33
0
2024-Q3
Increased
150,170
+8.0%
$5M0.0%$32.84
29

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

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