Simpli Fi, Inc. Spdr Bloomberg Investment Grad Transaction History

Simpli Fi, Inc.

$181 Million
Q3 2025

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$30.55 - $30.85 $91 - $92	3 Added 0.01%	26,872 $829,000
Q2 2024 Jul 25, 2024	SELL	$30.69 - $30.88 $205,377 - $206,648	-6,692 Reduced 19.94%	26,869 $828,000
Q1 2024 Apr 22, 2024	BUY	$30.59 - $30.83 $1.03 Million - $1.03 Million	33,561 New	33,561 $1.03 Million
Q1 2023 Apr 19, 2023	SELL	$29.96 - $30.68 $2.08 Million - $2.13 Million	-69,508 Reduced 22.36%	241,404 $7.35 Million
Q4 2022 Jan 23, 2023	SELL	$30.19 - $30.41 $1.91 Million - $1.93 Million	-63,364 Reduced 16.93%	310,912 $0
Q3 2022 Oct 18, 2022	SELL	$30.11 - $30.44 $872,377 - $881,938	-28,973 Reduced 7.18%	374,276 $11.3 Million
Q2 2022 Jul 20, 2022	SELL	$30.11 - $30.51 $68,801 - $69,715	-2,285 Reduced 0.56%	403,249 $12.1 Million
Q1 2022 Apr 14, 2022	BUY	$30.36 - $30.62 $3.73 Million - $3.76 Million	122,875 Added 43.47%	405,534 $12.4 Million
Q4 2021 Jan 20, 2022	SELL	$30.56 - $30.65 $8.36 Million - $8.38 Million	-273,453 Reduced 49.17%	282,659 $8.65 Million
Q3 2021 Oct 14, 2021	BUY	$30.62 - $30.66 $276,835 - $277,197	9,041 Added 1.65%	556,112 $17.1 Million
Q2 2021 Jul 21, 2021	BUY	$30.6 - $30.67 $16.7 Million - $16.8 Million	547,071 New	547,071 $16.8 Million
Q2 2020 Jul 13, 2020	SELL	$29.44 - $30.48 $3.04 Million - $3.15 Million	-103,316 Closed	0 $0
Q1 2020 Apr 09, 2020	BUY	$26.27 - $30.83 $119,292 - $139,999	4,541 Added 4.6%	103,316 $3.04 Million
Q4 2019 Jan 15, 2020	BUY	$30.67 - $30.78 $31,252 - $31,364	1,019 Added 1.04%	98,775 $3.04 Million
Q3 2019 Oct 16, 2019	BUY	$30.69 - $30.76 $81,635 - $81,821	2,660 Added 2.8%	97,756 $3.01 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-133,784 Reduced 58.45%	95,096 $2.92 Million
Q1 2019 Apr 17, 2019	BUY	N/A	147,879 Added 182.56%	228,880 $7.03 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-5,324 Reduced 6.17%	81,001 $2.46 Million
Q3 2018 Oct 17, 2018	BUY	N/A	47,673 Added 123.34%	86,325 $2.66 Million
Q2 2018 Aug 02, 2018	BUY	N/A	38,652 New	38,652 $1.19 Million

Others Institutions Holding FLRN

# of Institutions

360

Shares Held

60.8M

Call Options Held

39.7K

Put Options Held

10.2K

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