Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102K+ 70.55% |
$3.78M - $4.04M
|
246K
$9.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
29.6K+ 3528.93% |
$1.1M - $1.18M
|
30.5K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 66.91% |
$600K - $642K
|
40.3K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$437K - $467K
|
11.7K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5KNew |
$429K - $459K
|
11.5K
$453K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.67KNew |
$211K - $226K
|
5.67K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.31K+ 5.6% |
$197K - $211K
|
100K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5.24KNew |
$195K - $208K
|
5.24K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.09K+ 2.15% |
$152K - $163K
|
194K
$7.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.52K+ 3.02% |
$93.6K - $100K
|
85.8K
$3.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
795+ 7.26% |
$29.6K - $31.6K
|
11.7K
$462K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
744+ 74400.0% |
$27.7K - $29.6K
|
745
$29.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135+ 1.87% |
$5.02K - $5.37K
|
7.35K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44New |
$1.64K - $1.75K
|
44
$1.73K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15+ 2.64% |
$558 - $597
|
583
$22.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2+ 0.01% |
$74.4 - $79.5
|
19K
$746K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.68% |
$37.2 - $39.8
|
148
$5.82K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-53- 0.33% |
$1.97K - $2.11K
|
16.2K
$638K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-339- 0.18% |
$12.6K - $13.5K
|
185K
$7.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-750- 1.37% |
$27.9K - $29.8K
|
54K
$2.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-825- 5.09% |
$30.7K - $32.8K
|
15.4K
$604K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.09K- 2.39% |
$40.6K - $43.4K
|
44.7K
$1.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.8K- 5.71% |
$67K - $71.6K
|
29.7K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.37K- 12.92% |
$88.2K - $94.3K
|
16K
$628K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.6K- 8.44% |
$96.7K - $103K
|
28.2K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.62K- 8.5% |
$135K - $144K
|
39K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-8.07K- 36.23% |
$300K - $321K
|
14.2K
$558K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-18.7K- 30.42% |
$694K - $742K
|
42.7K
$1.68M
|
|