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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Steward Partners Investment Advisory, LLC holds 41,493 shares of SPD (SIMPLIFY EXCHANGE TRADED FUN), worth $1.7M as of 2026-Q2. SPD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.7M

Current Shares

41,493

Total Value Change

+$332,359

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
41,493
0.0%
$1.7M0.0%$41.28
0
2026-Q1
Unchanged
41,493
0.0%
$1.5M0.0%$36.11
0
2025-Q4
Unchanged
41,493
0.0%
$1.6M0.0%$38.87
0
2025-Q3
Unchanged
41,493
0.0%
$1.6M0.0%$39.02
0
2025-Q2
Unchanged
41,493
0.0%
$1.6M0.0%$37.45
0
2025-Q1
Unchanged
41,493
0.0%
$1.3M0.0%$30.39
0
2024-Q4
Unchanged
41,493
0.0%
$1.4M0.0%$32.70
0
2024-Q3
Unchanged
41,493
0.0%
$1.4M0.0%$32.70
0

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

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