Purchases and Sales Made in Q1 2025 in Simplify Exch Trad Fds Us Eq P (SPD)

SPD Quotes by TradingView

This table provides information about the institutional ownership of Simplify Exch Trad Fds Us Eq P (SPD) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRAD FDS US EQ P.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 17, 2025 Q1 2025
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
211K
+ 2749.38%
$6.51M - $7.41M
219K $7.19M
Apr 10, 2025 Q1 2025
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
49.6K
New
$1.53M - $1.74M
49.6K $1.63M
Apr 16, 2025 Q1 2025
Dynamic Advisor Solutions LLC

BUY
 -
8.79K
New
$271K - $308K
8.79K $289K
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
380
New
$11.7K - $13.3K
380 $12.5K
Apr 09, 2025 Q1 2025
Fiduciary Alliance LLC

Greenville, SC
SELL
 -
-675
- 3.0%
$20.8K - $23.7K
21.8K $717K
Apr 16, 2025 Q1 2025
Wealth Enhancement Advisory Services, LLC

SELL
 -
-36.2K
- 14.63%
$1.12M - $1.27M
211K $6.95M

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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