NYSEARCA:SPD Simplify US Equity PLUS Downside Convexity ETF (SPD) Price, Holdings, & News → Thousands of investors use this no cost solution | Do you? (From Insider Financial) (Ad) Free SPD Stock Alerts $30.24 +0.31 (+1.04%) (As of 04/23/2024 ET) Add Compare Share Share Today's Range$30.01▼$30.3050-Day Range$29.76▼$31.4752-Week Range$25.30▼$31.55Volume16,130 shsAverage Volume30,379 shsMarket Capitalization$96.16 millionAssets Under Management$95.13 millionDividend Yield1.32%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 HeadlinesDecember 22, 2023 | nz.finance.yahoo.comSimplify US Equity PLUS Upside Convexity ETF (SPUC)December 20, 2023 | uk.investing.comSimplify US Equity Plus QIS ETF (SPQ)April 23, 2024 | DTI (Ad)Here’s how to start a “Weekend Side Hustle” from your sofaHere’s how you can start your very own “Weekend Side Hustle” right from the comfort of your sofa! It doesn't matter if you have a multi-million dollar retirement account… Or if you’re just starting out with a few thousand.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 $0.1177August 22, 2022 | finance.yahoo.comETF Leaders Powered by the NYSE: Simplify’s Brian KelleherApril 23, 2024 | DTI (Ad)Here’s how to start a “Weekend Side Hustle” from your sofaHere’s how you can start your very own “Weekend Side Hustle” right from the comfort of your sofa! It doesn't matter if you have a multi-million dollar retirement account… Or if you’re just starting out with a few thousand.July 18, 2022 | benzinga.comSimplify Exchange Traded Funds Simplify US Equity PLUS Downside Convexity ETF (ARCA:SPD), DividendsSee 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$95.13 million Average Daily Volume$0.00 Discount/Premium-0.03% 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 Interest18,300 shs Miscellaneous Outstanding Shares3,180,000Beta0.90 Creation Unit50,000 Creation Fee$500.00 These 7 Stocks Will Be Magnificent in 2024With average gains of 150% since the start of 2023, now is the time to give these stocks a look and pump up your 2024 portfolio.Get This Free Report Ad WealthPressThe system that called 2023’s top 7 stocks is at it again…Look 2023 kind of sucked from a trading standpoint… Despite the market finishing 24% higher…. 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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%0.63%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%0.57%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 ETFsAllianzIM U.S. Large Cap Buffer10 Mar ETFNYSEARCA:MARTBNY Mellon Emerging Markets Equity ETFNYSEARCA:BKEMInvesco Bloomberg MVP Multi-factor ETFNYSEARCA:BMVPAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETFNYSEARCA:SIXJInvesco S&P 500 BuyWrite ETFNYSEARCA:PBPInstitutional OwnershipSollinda 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%Austin Wealth Management LLCSold 7,401 shares on 2/21/2024Ownership: 2.718%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 start of the year. Since then, SPD shares have increased by 5.3% and is now trading at $30.25. 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 $95.13 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 Sollinda Capital Management LLC (12.14%), 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. 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