Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-213- 2.42% |
$6.33K - $8.1K
|
8.57K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-242- 0.39% |
$7.19K - $9.2K
|
61.4K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-314- 30.97% |
$9.33K - $11.9K
|
700
$26.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-599- 7.05% |
$17.8K - $22.8K
|
7.89K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.84K- 13.02% |
$84.4K - $108K
|
19K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.89K- 95.95% |
$85.9K - $110K
|
122
$4.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.58K- 77.22% |
$136K - $174K
|
1.35K
$51.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.1K- 36.47% |
$537K - $688K
|
31.5K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-28.7K- 13.1% |
$851K - $1.09M
|
190K
$7.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-44.1K- 44.64% |
$1.31M - $1.68M
|
54.8K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-181K- 85.43% |
$5.36M - $6.87M
|
30.8K
$1.17M
|