Mai Capital Management Simplify Exch Trad Fds Us Eq P Transaction History

Mai Capital Management

$10.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$29.63 - $33.3 $493,339 - $554,445	-16,650 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$30.18 - $33.42 $502,497 - $556,443	16,650 New	16,650 $554,000

Others Institutions Holding SPD

# of Institutions

41

Shares Held

2.07M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.6 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.86 Million
4.38% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.58 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.2 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

143K
Shares

$4.94 Million
0.79% of portfolio

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