Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
265KNew |
$7.9M - $8.67M
|
265K
$8.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
104K+ 26.83% |
$3.08M - $3.38M
|
489K
$16.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.9KNew |
$1.6M - $1.76M
|
53.9K
$1.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
51.3KNew |
$1.53M - $1.68M
|
51.3K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6KNew |
$523K - $574K
|
17.6K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$480K - $527K
|
16.1K
$536K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9KNew |
$355K - $390K
|
11.9K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.04K+ 248.62% |
$269K - $296K
|
12.7K
$421K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.34K+ 70.02% |
$248K - $273K
|
20.3K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.82KNew |
$233K - $256K
|
7.82K
$260K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.58KNew |
$225K - $248K
|
7.58K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.45K+ 11.46% |
$132K - $145K
|
43.3K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.24K+ 13.05% |
$66.5K - $73.1K
|
19.4K
$644K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.21K+ 1.61% |
$65.7K - $72.1K
|
139K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
700New |
$20.8K - $22.9K
|
700
$23.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
579New |
$17.2K - $18.9K
|
579
$19.2K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
464+ 6.03% |
$13.8K - $15.2K
|
8.17K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
231New |
$6.87K - $7.55K
|
231
$7.68K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153New |
$4.55K - $5K
|
153
$5.08K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.98K - $3.27K
|
100
$3.32K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.59% |
$179 - $196
|
1.02K
$33.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.26% |
$29.8 - $32.7
|
382
$12.7K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.26% |
$29.8 - $32.7
|
382
$12.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-15- 6.85% |
$446 - $490
|
204
$6.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-224- 75.17% |
$6.67K - $7.32K
|
74
$2.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-277- 36.64% |
$8.24K - $9.06K
|
479
$15.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-464- 5.68% |
$13.8K - $15.2K
|
7.7K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-676- 69.91% |
$20.1K - $22.1K
|
291
$9.67K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.17K- 1.0% |
$34.8K - $38.2K
|
116K
$3.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.19K- 9.83% |
$35.4K - $38.9K
|
10.9K
$363K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.85K- 0.47% |
$55.1K - $60.5K
|
388K
$12.9M
|
|
|
Oct 24, 2024
Q2 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-6.69K- 50.39% |
$199K - $219K
|
6.58K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-9.85K- 49.86% |
$293K - $322K
|
9.9K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-12.2K- 9.19% |
$363K - $399K
|
121K
$4.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.1K- 5.03% |
$391K - $429K
|
248K
$8.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-19.3K- 67.96% |
$575K - $631K
|
9.11K
$303K
|