NYSEARCA:SPD Simplify US Equity PLUS Downside Convexity ETF (SPD) Price, Holdings, & News → Protect Yourself While There’s Still Time … (From Weiss Ratings) (Ad) Free SPD Stock Alerts $30.43 +0.24 (+0.79%) (As of 04/26/2024 ET) Add Compare Share Share Today's Range$30.34▼$30.5150-Day Range$29.76▼$31.4752-Week Range$25.33▼$31.55Volume6,410 shsAverage Volume29,805 shsMarket Capitalization$96.77 millionAssets Under Management$95.74 millionDividend Yield1.31%Net Expense Ratio0.29% Stock AnalysisStock AnalysisChartDividendHoldingsOwnershipRatingsStock AnalysisChartDividendHoldingsOwnershipRatings Get Simplify US Equity PLUS Downside Convexity ETF alerts: Email Address 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.Read More SPD Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart SPD ETF News HeadlinesApril 26, 2024 | msn.comSimplify Stable Income ETF declares monthly distribution of $0.1400December 22, 2023 | nz.finance.yahoo.comSimplify US Equity PLUS Upside Convexity ETF (SPUC)April 26, 2024 | Weiss Ratings (Ad)The Next Step of Their Control Is Here …Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years. What does this mean? It means the government has more time — and more ways — to surveil and control you.December 20, 2023 | uk.investing.comSimplify US Equity Plus QIS ETF (SPQ)December 15, 2023 | finance.yahoo.comSimplify Provides Estimated Capital Gain Distribution Information for 2023February 24, 2023 | msn.comHow to Downsize and Simplify Your Life: 10 Tips for SuccessSeptember 25, 2022 | seekingalpha.comFirst Trust US Equity Opportunities ETF declares quarterly distribution of $0.1281September 25, 2022 | seekingalpha.comLarge Cap US Equity Select ETF declares quarterly distribution of $0.1177April 26, 2024 | Weiss Ratings (Ad)The Next Step of Their Control Is Here …Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years. What does this mean? It means the government has more time — and more ways — to surveil and control you.August 22, 2022 | finance.yahoo.comETF Leaders Powered by the NYSE: Simplify’s Brian KelleherSee More Headlines Receive SPD Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Simplify US Equity PLUS Downside Convexity ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerSimplify Asset Management Fund NameSimplify US Equity PLUS Downside Convexity ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:SPD Inception Date9/3/2020 Fund ManagerPaul Kim, David Berns WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings11 Fund Statistics Assets Under Management$95.74 million Average Daily Volume$0.00 Discount/Premium0.04% Administrator, Advisor and Custodian AdministratorThe Bank of New York Mellon Corporation AdvisorSimplify Asset Management Inc. CustodianThe Bank of New York Mellon Corporation DistributorForeside Fund Services, LLC Transfer AgentThe Bank of New York Mellon Corporation TrusteeN/A Lead Market MakerWolverine Trading Options OptionableN/A Short Interest7,400 shs Miscellaneous Outstanding Shares3,180,000Beta0.90 Creation Unit50,000 Creation Fee$500.00 Investing Strategies To Help Grow Your Retirement IncomeNeed to stretch out your 401K or Roth IRA plan? Use these time-tested investing strategies to grow the monthly retirement income that your stock portfolio generates.Get This Free Report Ad Weiss RatingsProtect Yourself While There’s Still Time …The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.4 simple steps to protect your privacy and money before it’s too late. Simplify US Equity PLUS Downside Convexity ETF ExpensesTypeSPDLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.57%0.54%0.50%0.51%Other Expenses0.04%0.29%0.54%0.64%0.58%Total Expense0.54%0.64%0.70%0.74%0.70%Fee Waiver-0.25%-0.19%-0.55%-0.68%-0.57%Net Expense0.29%0.61%0.60%0.58%0.58% Simplify US Equity PLUS Downside Convexity ETF (SPD) Holdings & ExposureTop 8 SPD HoldingsiShares Core S&P 500 ETF(NYSEARCA:IVV)Holding Weight: 99.52%SPXW US 06/21/24 P4350 IndexHolding Weight: 0.35%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.31%SPXW US 05/17/24 P4280 IndexHolding Weight: 0.11%SPXW US 04/19/24 P4075 IndexHolding Weight: 0.01%SPXW US 04/19/24 P3840 IndexHolding Weight: -0.01%SPXW US 05/17/24 P4025 IndexHolding Weight: -0.07%SPXW US 06/21/24 P4090 IndexHolding Weight: -0.22%SPD Sector ExposureSPD Industry ExposureFull Holdings Details Similar ETFsBNY Mellon Emerging Markets Equity ETFNYSEARCA:BKEMKraneShares Electric Vehicles and Future Mobility Index ETFNYSEARCA:KARSHarbor International Compounders ETFNYSEARCA:OSEAInvesco Bloomberg MVP Multi-factor ETFNYSEARCA:BMVPAllianzIM U.S. Large Cap Buffer10 Mar ETFNYSEARCA:MARTInstitutional OwnershipCapital Investment Advisory Services LLCBought 35,475 shares on 4/25/2024Ownership: 1.370%Sollinda Capital Management LLCBought 385,915 shares on 4/22/2024Ownership: 12.136%Wealth Enhancement Advisory Services LLCSold 10,046 shares on 4/16/2024Ownership: 8.219%Kathmere Capital Management LLCSold 464 shares on 4/16/2024Ownership: 0.242%Financial Enhancement Group LLCSold 1,834 shares on 4/15/2024Ownership: 0.539%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 5.9% and is now trading at $30.43. 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 $95.74 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 shareholders include Sollinda Capital Management LLC (12.14%), Wealth Enhancement Advisory Services LLC (8.22%), Capital Investment Advisory Services LLC (1.37%), 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 4/26/2024 by MarketBeat.com Staff From Our PartnersThese AI trades triggered this morning (545% return)Prosper Trading AcademyConflict In Israel Sends Gold Soaring ???? 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