Purchases and Sales Made in Q1 2022 in Simplify Exch Trad Fds Us Eq P (SPD)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Us Eq P (SPD) during Q1 2022. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRAD FDS US EQ P.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
375KNew |
$11.1M - $12.5M
|
375K
$12.4M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
149KNew |
$4.43M - $4.98M
|
149K
$4.97M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148KNew |
$4.39M - $4.93M
|
148K
$4.92M
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
148K+ 75.56% |
$4.37M - $4.91M
|
343K
$11.4M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
112K+ 292.87% |
$3.3M - $3.71M
|
150K
$4.97M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
94.8K+ 1033.95% |
$2.81M - $3.16M
|
104K
$3.46M
|
|
Apr 27, 2022
Q1 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
76.3K+ 19.13% |
$2.26M - $2.54M
|
475K
$15.8M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
64.1KNew |
$1.9M - $2.13M
|
64.1K
$2.13M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59.2K+ 37.65% |
$1.75M - $1.97M
|
216K
$7.19M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47.2K+ 117.88% |
$1.4M - $1.57M
|
87.1K
$2.9M
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
43.7KNew |
$1.3M - $1.46M
|
43.7K
$1.45M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
35.7K+ 5.73% |
$1.06M - $1.19M
|
659K
$21.9M
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
23.7K+ 12.13% |
$702K - $789K
|
219K
$7.27M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23K+ 10.23% |
$682K - $767K
|
248K
$8.25M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19KNew |
$562K - $632K
|
19K
$630K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
18.8K+ 31.85% |
$558K - $627K
|
78K
$2.59M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 69.82% |
$501K - $563K
|
41.1K
$1.37M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16.9KNew |
$499K - $561K
|
16.9K
$560K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3K+ 133.19% |
$424K - $477K
|
25.1K
$833K
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.4K+ 115.47% |
$368K - $413K
|
23.2K
$770K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.6K+ 38.42% |
$313K - $352K
|
38.1K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.75KNew |
$141K - $158K
|
4.75K
$158K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.41KNew |
$101K - $113K
|
3.41K
$113K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.06K+ 26.05% |
$61K - $68.5K
|
9.96K
$331K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.74KNew |
$51.4K - $57.8K
|
1.74K
$57.7K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.7KNew |
$50.2K - $56.4K
|
1.7K
$56.3K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.53KNew |
$45.3K - $50.9K
|
1.53K
$50.8K
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.25K+ 2.84% |
$37K - $41.6K
|
45.2K
$1.5M
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
870+ 7.25% |
$25.8K - $29K
|
12.9K
$428K
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
752+ 2.95% |
$22.3K - $25K
|
26.2K
$871K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
670New |
$19.9K - $22.3K
|
670
$22.3K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
540+ 1.6% |
$16K - $18K
|
34.2K
$1.14M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
90+ 0.71% |
$2.67K - $3K
|
12.8K
$427K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.09% |
$444 - $499
|
17.2K
$570K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 5.56% |
$178 - $200
|
114
$3.79K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.03% |
$148 - $167
|
14.6K
$485K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-334- 2.43% |
$9.9K - $11.1K
|
13.4K
$446K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-579Closed |
$17.2K - $19.3K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-703- 1.41% |
$20.8K - $23.4K
|
49.3K
$1.64M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-850- 4.49% |
$25.2K - $28.3K
|
18.1K
$601K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.26K- 37.23% |
$37.4K - $42K
|
2.13K
$70.7K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.83K- 8.45% |
$114K - $128K
|
41.5K
$1.38M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.97KClosed |
$118K - $132K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.99K- 4.08% |
$177K - $199K
|
141K
$4.68M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.72K- 17.29% |
$258K - $290K
|
41.7K
$1.39M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-10.4KClosed |
$309K - $347K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.1K- 11.5% |
$358K - $403K
|
93.1K
$3.09M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.7K- 11.69% |
$377K - $424K
|
96.2K
$3.2M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-16.7KClosed |
$493K - $554K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-19.3KClosed |
$572K - $643K
|
0
$0
|