Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
211K+ 2749.38% |
$6.51M - $7.41M
|
219K
$8M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
49.6KNew |
$1.53M - $1.74M
|
49.6K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.3K+ 35.91% |
$502K - $571K
|
61.6K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.5K+ 182.42% |
$418K - $475K
|
21K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.63KNew |
$297K - $338K
|
9.63K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.84KNew |
$273K - $310K
|
8.84K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.79KNew |
$271K - $308K
|
8.79K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.49KNew |
$262K - $298K
|
8.49K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$203K - $231K
|
6.58K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.54K+ 3.08% |
$202K - $229K
|
219K
$8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.85K+ 7909.46% |
$181K - $205K
|
5.93K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.52K+ 4.85% |
$170K - $194K
|
119K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.6K+ 4.55% |
$111K - $126K
|
82.7K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.01KNew |
$92.9K - $106K
|
3.01K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.76K+ 18.74% |
$85K - $96.7K
|
17.5K
$639K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.93K+ 10.55% |
$59.4K - $67.6K
|
20.2K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.09K+ 178.01% |
$33.7K - $38.4K
|
1.71K
$62.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
650New |
$20K - $22.8K
|
650
$23.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
620+ 3.5% |
$19.1K - $21.8K
|
18.3K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
450+ 78.26% |
$13.9K - $15.8K
|
1.03K
$37.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
380New |
$11.7K - $13.3K
|
380
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
314+ 44.86% |
$9.68K - $11K
|
1.01K
$37.1K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$894 - $1.02K
|
29
$1.06K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-144- 92.31% |
$4.44K - $5.05K
|
12
$439
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-380- 99.74% |
$11.7K - $13.3K
|
1
$36.6
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-675- 3.0% |
$20.8K - $23.7K
|
21.8K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.69K- 6.33% |
$206K - $235K
|
98.9K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.2K- 14.63% |
$1.12M - $1.27M
|
211K
$7.73M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.3K- 11.22% |
$1.83M - $2.08M
|
469K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-145K- 98.15% |
$4.47M - $5.08M
|
2.72K
$99.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-577K- 96.28% |
$17.8M - $20.2M
|
22.3K
$814K
|