Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
55New |
$2.12K - $2.25K
|
55
$2.16K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-25- 0.35% |
$965 - $1.02K
|
7.09K
$279K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-407- 4.75% |
$15.7K - $16.6K
|
8.17K
$321K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-690- 2.32% |
$26.6K - $28.2K
|
29K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.47K- 22.95% |
$250K - $264K
|
21.7K
$854K
|
|