Simplify US Equity PLUS Downside Convexity ETF (SPD)
ETF ยท NYSE Arca
Simplify US Equity PLUS Downside Convexity ETF (SPD) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 3, 2020.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- September 3, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 46 institutions reported holding SPD, with 1.6 million shares worth $64.7 million in aggregate. The largest reported holder was Commonwealth Equity Services, with 287,930 shares worth $11.9 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Commonwealth Equity Services | 287,930 | $12M | Reduced 0.37% |
| Authentikos Wealth Advisory | 180,995 | $8M | Reduced 8.69% |
| AE Wealth Management | 179,266 | $7M | Reduced 1.17% |
| Independent Wealth Advisors | 149,614 | $6M | Added 0.49% |
| Evolution Wealth Management | 135,699 | $6M | Added 3.75% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SPD?
Simplify US Equity PLUS Downside Convexity ETF (SPD) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 3, 2020.
Who are the largest institutional holders of SPD?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SPD were Commonwealth Equity Services, Authentikos Wealth Advisory and AE Wealth Management.
How many institutions own SPD?
46 institutions reported a position in SPD for the quarter ended June 30, 2026, worth $64.7 million in total.
Did institutions buy or sell SPD last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SPD.
Every reported institutional holder, plus insider and congressional trades in SPD, on SentiSense.