How have SPD shares performed in 2024?

Simplify US Equity PLUS Downside Convexity ETF's stock was trading at $28.74 at the beginning of the year. Since then, SPD shares have increased by 5.1% and is now trading at $30.21. View the best growth stocks for 2024 here .

What does SPD invest in?

Simplify US Equity PLUS Downside Convexity ETF is a equity fund issued by Simplify Asset Management. SPD focuses on large cap investments. The fund's investments total to approximately $96.04 million assets under management.

What stocks does Simplify US Equity PLUS Downside Convexity ETF hold?

SPD invests in 11 holdings. Some of the stocks in their portfolio include iShares Core S&P 500 ETF (IVV) and Pathward Financial (CASH) .

What is the management fee for Simplify US Equity PLUS Downside Convexity ETF?

Simplify US Equity PLUS Downside Convexity ETF's management fee is 0.50% and has other expenses of 0.04%. However, SPD has a fee waiver of -0.25% to reimburse the expenses. The net expense ratio for SPD is 0.29%.

Who are Simplify US Equity PLUS Downside Convexity ETF's major shareholders?

Simplify US Equity PLUS Downside Convexity ETF's stock is owned by a variety of institutional and retail investors. Top institutional investors include Wealth Enhancement Advisory Services LLC (8.22%), Financial Enhancement Group LLC (0.54%) and Kathmere Capital Management LLC (0.24%).

How do I buy shares of Simplify US Equity PLUS Downside Convexity ETF?

Shares of SPD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NYSEARCA:SPD

Simplify US Equity PLUS Downside Convexity ETF (SPD) Price, Holdings, & News

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$30.21

-0.05 (-0.17%)

(As of 04/17/2024 ET)

Compare

Today's Range: $30.12
▼
$30.34
50-Day Range: $29.78
▼
$31.47
52-Week Range: $25.30
▼
$31.55

Volume: 8,593 shs
Average Volume: 31,385 shs
Market Capitalization: $96.07 million

Assets Under Management: $96.04 million
Dividend Yield: 1.32%
Net Expense Ratio: 0.29%

Stock Analysis Chart Dividend Holdings Ownership Ratings

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About Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD)

The Simplify US Equity PLUS Downside Convexity ETF (SPD) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively managed fund-of-funds that provides exposure to US large-cap stocks while applying a downside options overlay strategy. SPD was launched on Sep 3, 2020 and is managed by Simplify.

SPD Stock Price History

30 days | 90 days | 365 days | Advanced Chart

SPD ETF News Headlines

December 22, 2023 | nz.finance.yahoo.com

Simplify US Equity PLUS Upside Convexity ETF (SPUC)

December 20, 2023 | uk.investing.com

Simplify US Equity Plus QIS ETF (SPQ)

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December 15, 2023 | finance.yahoo.com

Simplify Provides Estimated Capital Gain Distribution Information for 2023

February 24, 2023 | msn.com

How to Downsize and Simplify Your Life: 10 Tips for Success

September 25, 2022 | seekingalpha.com

First Trust US Equity Opportunities ETF declares quarterly distribution of $0.1281

September 25, 2022 | seekingalpha.com

Large Cap US Equity Select ETF declares quarterly distribution of $0.1177

August 22, 2022 | finance.yahoo.com

ETF Leaders Powered by the NYSE: Simplify’s Brian Kelleher

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July 18, 2022 | benzinga.com

Simplify Exchange Traded Funds Simplify US Equity PLUS Downside Convexity ETF (ARCA:SPD), Dividends

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Fund Details

Issuer: Simplify Asset Management
Fund Name: Simplify US Equity PLUS Downside Convexity ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:SPD
Inception Date: 9/3/2020
Fund Manager: Paul Kim, David Berns
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: N/A
Category: Size and Style
Focus: Large Cap
Development Level: Developed Markets
Region: North America
Number of Holdings: 11

Fund Statistics

Assets Under Management: $96.04 million
Average Daily Volume: $0.00
Discount/Premium: 0.01%

Administrator, Advisor and Custodian

Administrator: The Bank of New York Mellon Corporation
Advisor: Simplify Asset Management Inc.
Custodian: The Bank of New York Mellon Corporation
Distributor: Foreside Fund Services, LLC
Transfer Agent: The Bank of New York Mellon Corporation
Trustee: N/A
Lead Market Maker: Wolverine Trading

Options

Optionable: N/A
Short Interest: 18,300 shs

Miscellaneous

Outstanding Shares: 3,180,000
Beta: 0.90
Creation Unit: 50,000
Creation Fee: $500.00

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Simplify US Equity PLUS Downside Convexity ETF Expenses

Type	SPD	Large Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.50%	0.57%	0.54%	0.50%	0.51%
Other Expenses	0.04%	0.29%	0.54%	0.64%	0.58%
Total Expense	0.54%	0.64%	0.70%	0.74%	0.70%
Fee Waiver	-0.25%	-0.19%	-0.55%	-0.68%	-0.57%
Net Expense	0.29%	0.61%	0.60%	0.58%	0.58%

Simplify US Equity PLUS Downside Convexity ETF (SPD) Holdings & Exposure

Top 8 SPD Holdings

iShares Core S&P 500 ETF(NYSEARCA:IVV)
Holding Weight: 99.52%
SPXW US 06/21/24 P4350 Index
Holding Weight: 0.35%
Pathward Financial(NASDAQ:CASH)
Holding Weight: 0.31%
SPXW US 05/17/24 P4280 Index
Holding Weight: 0.11%
SPXW US 04/19/24 P4075 Index
Holding Weight: 0.01%
SPXW US 04/19/24 P3840 Index
Holding Weight: -0.01%
SPXW US 05/17/24 P4025 Index
Holding Weight: -0.07%
SPXW US 06/21/24 P4090 Index
Holding Weight: -0.22%

SPD Sector Exposure

SPD Industry Exposure

Full Holdings Details

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Institutional Ownership

View All Institutional Transactions

SPD ETF - Frequently Asked Questions

How have SPD shares performed in 2024?: Simplify US Equity PLUS Downside Convexity ETF's stock was trading at $28.74 at the beginning of the year. Since then, SPD shares have increased by 5.1% and is now trading at $30.21.
View the best growth stocks for 2024 here.
What does SPD invest in?: Simplify US Equity PLUS Downside Convexity ETF is a equity fund issued by Simplify Asset Management. SPD focuses on large cap investments. The fund's investments total to approximately $96.04 million assets under management.
What stocks does Simplify US Equity PLUS Downside Convexity ETF hold?: SPD invests in 11 holdings. Some of the stocks in their portfolio include iShares Core S&P 500 ETF (IVV) and Pathward Financial (CASH).
What is the management fee for Simplify US Equity PLUS Downside Convexity ETF?: Simplify US Equity PLUS Downside Convexity ETF's management fee is 0.50% and has other expenses of 0.04%. However, SPD has a fee waiver of -0.25% to reimburse the expenses. The net expense ratio for SPD is 0.29%.

Who are Simplify US Equity PLUS Downside Convexity ETF's major shareholders?: Simplify US Equity PLUS Downside Convexity ETF's stock is owned by a variety of institutional and retail investors. Top institutional investors include Wealth Enhancement Advisory Services LLC (8.22%), Financial Enhancement Group LLC (0.54%) and Kathmere Capital Management LLC (0.24%).
How do I buy shares of Simplify US Equity PLUS Downside Convexity ETF?: Shares of SPD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:SPD) was last updated on 4/18/2024 by MarketBeat.com Staff

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