SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 36 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $318,580 | -48.1% | 9,903 | -49.9% | 0.04% | -50.7% |
| Q1 2024 | $614,059 | -10.0% | 19,751 | -16.8% | 0.07% | -24.0% |
| Q4 2023 | $682,260 | +9.6% | 23,742 | 0.0% | 0.10% | -24.4% |
| Q3 2023 | $622,515 | -4.7% | 23,742 | 0.0% | 0.13% | +1.6% |
| Q2 2023 | $653,380 | +7.6% | 23,742 | 0.0% | 0.12% | -35.2% |
| Q1 2023 | $607,320 | -21.6% | 23,742 | -25.7% | 0.19% | -34.1% |
| Q4 2022 | $775,000 | – | 31,952 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sollinda Capital Management LLC | 489,457 | $15,819,250 | 4.82% |
| Austin Wealth Management, LLC | 115,625 | $3,826,633 | 0.90% |
| Lloyd Advisory Services, LLC. | 51,346 | $1,659,524 | 0.78% |
| Almanack Investment Partners, LLC. | 120,528 | $3,895,465 | 0.64% |
| Ironsides Asset Advisors, LLC | 43,283 | $1,398,907 | 0.46% |
| AXXCESS WEALTH MANAGEMENT, LLC | 388,428 | $12,553,993 | 0.33% |
| Bison Wealth, LLC | 48,504 | $1,507,991 | 0.24% |
| Financial Enhancement Group LLC | 19,366 | $626,490 | 0.10% |
| Elevated Capital Advisors, LLC | 7,575 | $244,822 | 0.07% |
| Pathway Financial Advisors LLC | 7,115 | $229,957 | 0.06% |