Latest Institutional Purchases of Simplify Exch Trad Fds Us Eq P (SPD)
This list provides information on the latest institutional transactions involving Simplify Exch Trad Fds Us Eq P (SPD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
183K+ 6701.73% |
$5.42M - $6.94M
|
185K
$7.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
45.8KNew |
$1.36M - $1.74M
|
45.8K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
44.3KNew |
$1.32M - $1.68M
|
44.3K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
42.6KNew |
$1.27M - $1.62M
|
42.6K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 20.71% |
$734K - $939K
|
144K
$5.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
16.2KNew |
$481K - $616K
|
16.2K
$616K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
11KNew |
$325K - $416K
|
11K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.94K+ 19.53% |
$117K - $150K
|
24.1K
$918K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
782New |
$23.2K - $29.7K
|
782
$29.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
589+ 0.71% |
$17.5K - $22.4K
|
83.3K
$3.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
268+ 2233.33% |
$7.96K - $10.2K
|
280
$10.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$2.41K - $3.08K
|
81
$3.08K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
59+ 7.55% |
$1.75K - $2.24K
|
840
$32K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
46New |
$1.37K - $1.75K
|
46
$1.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
39New |
$1.16K - $1.48K
|
39
$1.48K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8New |
$238 - $304
|
8
$304
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.5K+ 182.42% |
$418K - $475K
|
21K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.63KNew |
$297K - $338K
|
9.63K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.84KNew |
$273K - $310K
|
8.84K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$203K - $231K
|
6.58K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.54K+ 3.08% |
$202K - $229K
|
219K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.76K+ 18.74% |
$85K - $96.7K
|
17.5K
$665K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.09K+ 178.01% |
$33.7K - $38.4K
|
1.71K
$65K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
650New |
$20K - $22.8K
|
650
$24.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
620+ 3.5% |
$19.1K - $21.8K
|
18.3K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
450+ 78.26% |
$13.9K - $15.8K
|
1.03K
$39K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
380New |
$11.7K - $13.3K
|
380
$14.5K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$894 - $1.02K
|
29
$1.1K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
285KNew |
$9.42M - $10M
|
285K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
285KNew |
$9.42M - $10M
|
285K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.53K+ 4.8% |
$216K - $230K
|
143K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.37K+ 64.32% |
$211K - $224K
|
16.3K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18KNew |
$72.2K - $76.8K
|
2.18K
$83.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
493New |
$16.3K - $17.3K
|
493
$18.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
118New |
$3.9K - $4.15K
|
118
$4.49K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.68% |
$33.1 - $35.2
|
147
$5.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$33.1 - $35.2
|
1
$38.1
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7K+ 36.16% |
$218K - $234K
|
26.4K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33New |
$1.03K - $1.11K
|
33
$1.26K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579New |
$17.2K - $18.9K
|
579
$22K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
231New |
$6.87K - $7.55K
|
231
$8.79K
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35.5K+ 438.61% |
$1M - $1.12M
|
43.6K
$1.66M
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.12KNew |
$181K - $206K
|
7.12K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
804+ 4.83% |
$20.4K - $23.2K
|
17.5K
$664K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54New |
$1.37K - $1.56K
|
54
$2.06K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 3.33% |
$25.4 - $28.9
|
31
$1.18K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.5K+ 8.99% |
$1.3M - $1.39M
|
600K
$22.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.29K+ 60.05% |
$139K - $149K
|
14.1K
$536K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$13.1K - $14.1K
|
500
$19K
|
|