SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD)

CUSIP: 82889N202

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / US EQT PLS DWNSD
Total 13F shares
5,998,633
Share change
-5,277,209
Total reported value
$145,725,193
Price per share
$24.25
Number of holders
43
Value change
-$135,810,712
Number of buys
19
Number of sells
31

Quarterly Holders Quick Answers

What is CUSIP 82889N202?
CUSIP 82889N202 identifies SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q4 2022

As of 31 Dec 2022, SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by 43 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,998,633 shares. The largest 10 holders included Smith Anglin Financial, LLC, Cambridge Investment Research Advisors, Inc., Kathmere Capital Management, LLC, HighTower Advisors, LLC, Resources Investment Advisors, LLC., PACIFIC FINANCIAL GROUP INC, IFP Advisors, Inc, CWM, LLC, RED CEDAR INVESTMENT MANAGEMENT, LLC, and Almanack Investment Partners, LLC.. This page lists 43 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
51
Q4 2022 holders
43
Holder diff
-8
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 Value $ Q4 2022 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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