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

1.26M

Call Options Held

0

Put Options Held

0

Authentikos Wealth Advisory, LLC Morgan Hill, CA

190K
Shares

$7.24 Million
5.49% of portfolio
Ae Wealth Management LLC

185K
Shares

$7.05 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

144K
Shares

$5.48 Million
0.01% of portfolio
Stringer Asset Management, LLC Memphis, TN

90.4K
Shares

$3.44 Million
2.88% of portfolio
Ironsides Asset Advisors, LLC Rocky Mount, NC

83.3K
Shares

$3.17 Million
0.93% of portfolio

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