Simplify Exch Trad Fds Simplif SPBC

SPBC Quotes by TradingView
Institutional shares held 768,227
0 calls
0 puts
Total value of holdings $27.8M
$0 calls
$0 puts
# of Institutions 21

Quarterly Institutional Activity in SPBC

Shares Bought
Shares Sold
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Top Institutions Holding SPBC

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Latest Institutional Activity in SPBC

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.3K ($373K)
31 Shares purchased
0.3% Added
Q4 2024
Lpl Financial LLC Shares Held: 103K ($3.74M)
48K Shares purchased
86.82% Added
Q4 2024
Ferguson Shapiro LLC Shares Held: 22K ($797K)
22K Shares purchased
New Holding
Q4 2024
Envestnet Asset Management Inc Shares Held: 34.1K ($1.24M)
21.3K Shares purchased
165.74% Added
Q4 2024
Jane Street Group, LLC Shares Held: 14K ($507K)
14K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
Worth Asset Management, LLC Shares Held: 11.4K ($412K)
5.54K Shares sold
32.76% Reduced
Q1 2025
Total Clarity Wealth Management, Inc. Shares Held: 31.9K ($1.15M)
57 Shares sold
0.18% Reduced
Q4 2024
Private Advisor Group, LLC Shares Held: 247K ($8.95M)
111K Shares sold
30.92% Reduced
Q4 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 11 ($399)
10.6K Shares sold
99.9% Reduced
Q3 2023
Ifp Advisors, Inc Shares Held: 115 ($4.17K)
529 Shares sold
82.14% Reduced
View All Sellers

About SPBC

SPBC Chart by TradingView
SPBC Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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