Td Capital Management LLC Simplify Exch Trad Fds Us Eq P Transaction History

Td Capital Management LLC

$972 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$25.37 - $28.91 $25 - $28	1 Added 3.33%	31 $0
Q2 2023 Aug 16, 2023	SELL	$25.32 - $27.45 $177 - $192	-7 Reduced 18.92%	30 $0
Q4 2022 Feb 15, 2023	SELL	$23.9 - $26.17 $57,909 - $63,409	-2,423 Reduced 98.5%	37 $0
Q3 2022 Nov 09, 2022	BUY	$26.16 - $28.86 $64,353 - $70,995	2,460 New	2,460 $65,000
Q1 2022 May 18, 2022	SELL	$29.63 - $33.3 $117,749 - $132,334	-3,974 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$30.18 - $33.42 $16,840 - $18,648	-558 Reduced 12.31%	3,974 $132,000
Q3 2021 Nov 09, 2021	BUY	$30.02 - $32.03 $106,030 - $113,129	3,532 Added 353.2%	4,532 $138,000
Q2 2021 Aug 02, 2021	BUY	$28.48 - $30.39 $27,454 - $29,295	964 Added 2677.78%	1,000 $30,000
Q1 2021 May 10, 2021	BUY	$26.53 - $28.31 $955 - $1,019	36 New	36 $1,000

Others Institutions Holding SPD

# of Institutions

43

Shares Held

2.07M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

479K
Shares

$16.5 Million
0.02% of portfolio
Ridgepath Capital Management LLC Knoxville, TN

285K
Shares

$9.81 Million
4.38% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.54 Million
0.02% of portfolio
Ae Wealth Management LLC

150K
Shares

$5.17 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

143K
Shares

$4.91 Million
0.79% of portfolio

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