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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.87K+ 434.67% |
$174K - $223K
|
7.22K
$282K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
94.8KNew |
$2.81M - $3.6M
|
94.8K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
44.3KNew |
$1.32M - $1.68M
|
44.3K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-242- 0.39% |
$7.19K - $9.2K
|
61.4K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-314- 30.97% |
$9.33K - $11.9K
|
700
$27.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.89K- 95.95% |
$85.9K - $110K
|
122
$4.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
782New |
$23.2K - $29.7K
|
782
$30.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
39New |
$1.16K - $1.48K
|
39
$1.53K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
46New |
$1.37K - $1.75K
|
46
$1.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.94K+ 19.53% |
$117K - $150K
|
24.1K
$944K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
268+ 2233.33% |
$7.96K - $10.2K
|
280
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8New |
$238 - $304
|
8
$313
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
589+ 0.71% |
$17.5K - $22.4K
|
83.3K
$3.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-44.1K- 44.64% |
$1.31M - $1.68M
|
54.8K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16.2KNew |
$481K - $616K
|
16.2K
$634K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-28.7K- 13.1% |
$851K - $1.09M
|
190K
$7.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
183K+ 6701.73% |
$5.42M - $6.94M
|
185K
$7.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$2.41K - $3.08K
|
81
$3.17K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 20.71% |
$734K - $939K
|
144K
$5.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
11KNew |
$325K - $416K
|
11K
$429K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
59+ 7.55% |
$1.75K - $2.24K
|
840
$32.9K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
42.6KNew |
$1.27M - $1.62M
|
42.6K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
45.8KNew |
$1.36M - $1.74M
|
45.8K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-599- 7.05% |
$17.8K - $22.8K
|
7.89K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-181K- 85.43% |
$5.36M - $6.87M
|
30.8K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-213- 2.42% |
$6.33K - $8.1K
|
8.57K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.84K- 13.02% |
$84.4K - $108K
|
19K
$743K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.1K- 36.47% |
$537K - $688K
|
31.5K
$1.23M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$203K - $231K
|
6.58K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.76K+ 18.74% |
$85K - $96.7K
|
17.5K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-380- 99.74% |
$11.7K - $13.3K
|
1
$39.1
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.63KNew |
$297K - $338K
|
9.63K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
650New |
$20K - $22.8K
|
650
$25.4K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.5K+ 182.42% |
$418K - $475K
|
21K
$820K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.54K+ 3.08% |
$202K - $229K
|
219K
$8.57M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.3K- 11.22% |
$1.83M - $2.08M
|
469K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
450+ 78.26% |
$13.9K - $15.8K
|
1.03K
$40.1K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.09K+ 178.01% |
$33.7K - $38.4K
|
1.71K
$66.8K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$894 - $1.02K
|
29
$1.13K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.84KNew |
$273K - $310K
|
8.84K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-577K- 96.28% |
$17.8M - $20.2M
|
22.3K
$871K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
620+ 3.5% |
$19.1K - $21.8K
|
18.3K
$718K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
380New |
$11.7K - $13.3K
|
380
$14.9K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
493New |
$16.3K - $17.3K
|
493
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-26.1K- 71.37% |
$862K - $917K
|
10.5K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.65% |
$33.1 - $35.2
|
152
$5.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
118New |
$3.9K - $4.15K
|
118
$4.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.37K+ 64.32% |
$211K - $224K
|
16.3K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
285KNew |
$9.42M - $10M
|
285K
$11.1M
|
|