High Tower Advisors, LLC Simplify Exch Trad Fds Us Eq P Transaction History

High Tower Advisors, LLC

$76.8 Billion
Q2 2025

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	SELL	$30.84 - $35.09 $1.83 Million - $2.08 Million	-59,291 Reduced 11.22%	468,920 $14.5 Million
Q4 2024 Feb 07, 2025	BUY	$33.07 - $35.18 $1.63 Million - $1.73 Million	49,159 Added 10.26%	528,211 $17.6 Million
Q3 2024 Nov 14, 2024	BUY	$31.14 - $33.49 $6.65 Million - $7.16 Million	213,705 Added 80.54%	479,052 $16 Million
Q2 2024 Aug 13, 2024	BUY	$29.76 - $32.69 $7.9 Million - $8.67 Million	265,347 New	265,347 $8.58 Million
Q4 2023 Feb 12, 2024	SELL	$25.37 - $28.91 $110,943 - $126,423	-4,373 Reduced 15.73%	23,428 $673,000
Q3 2023 Nov 08, 2023	SELL	$26.22 - $28.11 $350,037 - $375,268	-13,350 Reduced 32.44%	27,801 $728,000
Q2 2023 Aug 14, 2023	SELL	$25.32 - $27.45 $1.94 Million - $2.1 Million	-76,597 Reduced 65.05%	41,151 $1.12 Million
Q1 2023 May 11, 2023	SELL	$24.02 - $26.27 $15.1 Million - $16.5 Million	-627,456 Reduced 84.2%	117,748 $3.01 Million
Q4 2022 Feb 08, 2023	BUY	$23.9 - $26.17 $6.45 Million - $7.06 Million	269,887 Added 56.78%	745,204 $18.1 Million
Q3 2022 Nov 09, 2022	SELL	$26.16 - $28.86 $2.09 Million - $2.31 Million	-80,070 Reduced 14.42%	475,317 $12.6 Million
Q2 2022 Aug 10, 2022	BUY	$26.34 - $31.45 $1.29 Million - $1.54 Million	48,993 Added 9.67%	555,387 $14.7 Million
Q1 2022 May 12, 2022	SELL	$29.63 - $33.3 $11.6 Million - $13.1 Million	-392,351 Reduced 43.66%	506,394 $15.9 Million
Q4 2021 Feb 10, 2022	BUY	$30.18 - $33.42 $6.09 Million - $6.74 Million	201,784 Added 28.95%	898,745 $29.9 Million
Q3 2021 Nov 12, 2021	BUY	$30.02 - $32.03 $1.81 Million - $1.93 Million	60,241 Added 9.46%	696,961 $21.2 Million
Q2 2021 Aug 06, 2021	BUY	$28.48 - $30.39 $5.49 Million - $5.86 Million	192,789 Added 43.43%	636,720 $19.3 Million
Q1 2021 May 10, 2021	BUY	$26.53 - $28.31 $3.58 Million - $3.82 Million	134,767 Added 43.59%	443,931 $12.5 Million
Q4 2020 Feb 10, 2021	BUY	$23.68 - $26.9 $7.32 Million - $8.32 Million	309,164 New	309,164 $8.32 Million

Others Institutions Holding SPD

# of Institutions

47

Shares Held

1.38M

Call Options Held

0

Put Options Held

0

Authentikos Wealth Advisory, LLC Morgan Hill, CA

190K
Shares

$7.46 Million
5.49% of portfolio
Ae Wealth Management LLC

185K
Shares

$7.26 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

144K
Shares

$5.65 Million
0.01% of portfolio
Evolution Wealth Management Inc. Fort Myers, FL

94.8K
Shares

$3.72 Million
4.44% of portfolio
Stringer Asset Management, LLC Memphis, TN

90.4K
Shares

$3.55 Million
2.88% of portfolio

About SIMPLIFY EXCH TRAD FDS US EQ P

Ticker SPD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Tower Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Tower Advisors, LLC with notifications on news.