Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
864KNew |
$22.8M - $27.2M
|
864K
$28.9M
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
550K+ 30.28% |
$14.5M - $17.3M
|
2.37M
$79M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
400KNew |
$10.5M - $12.6M
|
400K
$13.3M
|
|
Jul 25, 2022
Q2 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
303K+ 63.79% |
$7.99M - $9.53M
|
778K
$26M
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
238KNew |
$6.28M - $7.5M
|
238K
$7.96M
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
214KNew |
$5.63M - $6.72M
|
214K
$7.14M
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
207K+ 31.4% |
$5.45M - $6.51M
|
866K
$28.9M
|
|
Aug 04, 2022
Q2 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
183KNew |
$4.83M - $5.77M
|
183K
$6.13M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
149K+ 107516.55% |
$3.94M - $4.7M
|
150K
$5M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
139KNew |
$3.66M - $4.37M
|
139K
$4.64M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
121KNew |
$3.19M - $3.81M
|
121K
$4.05M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
109KNew |
$2.87M - $3.43M
|
109K
$3.64M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90.9K+ 42.01% |
$2.4M - $2.86M
|
307K
$10.3M
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
77.1K+ 22.5% |
$2.03M - $2.43M
|
420K
$14M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49K+ 9.67% |
$1.29M - $1.54M
|
555K
$18.5M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.7K+ 40.56% |
$994K - $1.19M
|
131K
$4.37M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.1KNew |
$661K - $790K
|
25.1K
$839K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
22.2KNew |
$586K - $700K
|
22.2K
$743K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13.8K+ 59.74% |
$365K - $435K
|
37K
$1.24M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12K+ 47.88% |
$316K - $378K
|
37.1K
$1.24M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.77K+ 11.21% |
$257K - $307K
|
96.9K
$3.24M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.74KNew |
$257K - $306K
|
9.74K
$325K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9KNew |
$237K - $283K
|
9K
$301K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.48KNew |
$223K - $267K
|
8.48K
$283K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
4.83K+ 13.81% |
$127K - $152K
|
39.8K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.78KNew |
$73.2K - $87.4K
|
2.78K
$92.9K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
781+ 4.63% |
$20.6K - $24.6K
|
17.6K
$589K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
670New |
$17.6K - $21.1K
|
670
$22.4K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579New |
$15.3K - $18.2K
|
579
$19.3K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
504+ 10.61% |
$13.3K - $15.9K
|
5.25K
$175K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
288+ 13.53% |
$7.59K - $9.06K
|
2.42K
$80.7K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
250New |
$6.59K - $7.86K
|
250
$8.35K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-112- 0.23% |
$2.95K - $3.52K
|
49.2K
$1.64M
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-114Closed |
$3K - $3.59K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-212- 2.13% |
$5.58K - $6.67K
|
9.75K
$326K
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-284- 0.63% |
$7.48K - $8.93K
|
44.9K
$1.5M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-300- 0.47% |
$7.9K - $9.44K
|
63.8K
$2.13M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-352- 2.74% |
$9.27K - $11.1K
|
12.5K
$417K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-402Closed |
$10.6K - $12.6K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-533- 2.03% |
$14K - $16.8K
|
25.7K
$858K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-629- 1.51% |
$16.6K - $19.8K
|
41.1K
$1.37M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-683- 40.29% |
$18K - $21.5K
|
1.01K
$33.8K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.18K- 3.45% |
$31.1K - $37.1K
|
33K
$1.1M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.53KClosed |
$40.2K - $48.1K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.7K- 14.24% |
$71.1K - $84.9K
|
16.3K
$543K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.84K- 21.14% |
$74.8K - $89.3K
|
10.6K
$354K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.96K- 7.19% |
$77.9K - $93K
|
38.2K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.07K- 31.71% |
$133K - $159K
|
10.9K
$365K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.87K- 1.88% |
$181K - $216K
|
358K
$12M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.29KClosed |
$192K - $229K
|
0
$0
|