Latest Institutional Transactions on Simplify Exch Trad Fds Us Eq P (SPD)
This table provides information on the latest institutional transactions involving Simplify Exch Trad Fds Us Eq P (SPD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
156New |
$5.16K - $5.49K
|
156
$5.09K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
493New |
$16.3K - $17.3K
|
493
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.65% |
$33.1 - $35.2
|
152
$4.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.42KNew |
$246K - $261K
|
7.42K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-354- 2.35% |
$11.7K - $12.5K
|
14.7K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-26.1K- 71.37% |
$862K - $917K
|
10.5K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12- 1.69% |
$397 - $422
|
700
$22.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
506New |
$16.7K - $17.8K
|
506
$16.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.54K- 1.69% |
$84K - $89.4K
|
148K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.37K+ 64.32% |
$211K - $224K
|
16.3K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
118New |
$3.9K - $4.15K
|
118
$3.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.22K+ 7.16% |
$40.2K - $42.8K
|
18.2K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
575New |
$19K - $20.2K
|
575
$18.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.56K+ 43.77% |
$184K - $195K
|
18.2K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.5K+ 82.76% |
$1.7M - $1.81M
|
114K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
285KNew |
$9.42M - $10M
|
285K
$9.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
18.1K+ 29.55% |
$597K - $635K
|
79.1K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.19K- 6.37% |
$238K - $253K
|
106K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18KNew |
$72.2K - $76.8K
|
2.18K
$71.3K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 10.26% |
$1.63M - $1.73M
|
528K
$17.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
599KNew |
$19.8M - $21.1M
|
599K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
150K+ 240.95% |
$4.96M - $5.28M
|
212K
$6.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
614New |
$20.3K - $21.6K
|
614
$20K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-101- 11.45% |
$3.34K - $3.55K
|
781
$25.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.68% |
$33.1 - $35.2
|
147
$4.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.66K- 5.19% |
$88K - $93.6K
|
48.6K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$33.1 - $35.2
|
1
$32.6
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.65K- 11.6% |
$54.4K - $57.9K
|
12.5K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-121- 1.55% |
$4K - $4.26K
|
7.68K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-620- 5.81% |
$20.5K - $21.8K
|
10.1K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-59- 31.89% |
$1.95K - $2.08K
|
126
$4.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.53K+ 4.8% |
$216K - $230K
|
143K
$4.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
285KNew |
$9.42M - $10M
|
285K
$9.3M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
25.7KNew |
$849K - $904K
|
25.7K
$838K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
45.3KNew |
$1.5M - $1.59M
|
45.3K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
64New |
$2.12K - $2.25K
|
64
$2.09K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.73K+ 26.68% |
$123K - $131K
|
17.7K
$578K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22.5KNew |
$744K - $792K
|
22.5K
$735K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.26% |
$31.1 - $33.5
|
381
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33New |
$1.03K - $1.11K
|
33
$1.08K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7K+ 36.16% |
$218K - $234K
|
26.4K
$861K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-367- 0.15% |
$11.4K - $12.3K
|
248K
$8.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-25- 0.32% |
$779 - $837
|
7.68K
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-320- 3.51% |
$9.96K - $10.7K
|
8.79K
$287K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-277- 36.64% |
$8.24K - $9.06K
|
479
$15.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$480K - $527K
|
16.1K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.04K+ 248.62% |
$269K - $296K
|
12.7K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-224- 75.17% |
$6.67K - $7.32K
|
74
$2.42K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579New |
$17.2K - $18.9K
|
579
$18.9K
|
|