Institutional shares held 1.78 Million
0 calls
0 puts
Total value of holdings $62M
$0 calls
$0 puts
# of Institutions 40


Latest Institutional Activity in SPD

Top Purchases

Q4 2024
Atomi Financial Group, Inc. Shares Held: 45.3K ($1.58M)
Q4 2024
B.O.S.S. Retirement Advisors, LLC Shares Held: 25.7K ($894K)
Q4 2024
Fiduciary Alliance LLC Shares Held: 22.5K ($783K)
Q4 2024
Elevated Capital Advisors, LLC Shares Held: 17.7K ($617K)
Q4 2024
Decker Retirement Planning Inc. Shares Held: 64 ($2.23K)

Top Sells

Q3 2024
Bison Wealth, LLC Shares Held: 36.5K ($1.27M)
Q3 2024
Ridgepath Capital Management LLC Shares Held: 0 ($0)
Q3 2024
Old Mission Capital LLC Shares Held: 17K ($591K)
Q3 2024
Austin Wealth Management, LLC Shares Held: 113K ($3.93M)
Q3 2024
Citadel Advisors LLC Shares Held: 15.1K ($524K)

About SPD

Track Institutional and Insider Activities on SPD

Follow SIMPLIFY EXCH TRAD FDS US EQ P and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPD shares.

Notify only if

Insider Trading

Get notified when an Simplify Exch Trad Fds Us Eq P insider buys or sells SPD shares.

Notify only if

News

Receive news related to SIMPLIFY EXCH TRAD FDS US EQ P

Track Activities on SPD