How have SPD shares performed in 2023?

Simplify US Equity PLUS Downside Convexity ETF's stock was trading at $24.25 at the start of the year. Since then, SPD shares have increased by 13.7% and is now trading at $27.58. View the best growth stocks for 2023 here .

How often does Simplify US Equity PLUS Downside Convexity ETF pay dividends? What is the dividend yield for Simplify US Equity PLUS Downside Convexity ETF?

Simplify US Equity PLUS Downside Convexity ETF announced a dividend on Friday, March 10th. Stockholders of record on Wednesday, June 28th will be given a dividend of $0.21 per share on Monday, July 3rd. The ex-dividend date of this dividend is Tuesday, June 27th. Read our dividend analysis for SPD .

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 $84.26 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 number of retail and institutional investors. Top institutional shareholders include Axxcess Wealth Management LLC (11.39%), Almanack Investment Partners LLC. (2.36%), Bison Wealth LLC (1.36%), LPL Financial LLC (1.25%), Ironsides Asset Advisors LLC (0.97%) and Wolverine Trading LLC (0.77%).

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 WeBull , Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab. Compare Top Brokerages Here .

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

$27.58

0.00 (0.00%)

(As of 11/29/2023 ET)

Compare

Today's Range: $27.57
▼
$27.77
50-Day Range: $25.37
▼
$27.65
52-Week Range: $23.73
▼
$28.25

Volume: 15,666 shs
Average Volume: 56,840 shs
Market Capitalization: $117.22 million

Assets Under Management: $84.26 million
Dividend Yield: 1.45%
Net Expense Ratio: 0.29%

Stock Analysis Chart Dividend Holdings Ownership Ratings

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

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

November 30, 2023 | Tomorrow Investor (Ad)

The Only Practical Solution to the World’s Looming Energy Crisis

There’s just one problem: There are more plans for new uses of nuclear than there is uranium to fuel the plants!

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

July 18, 2022 | benzinga.com

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

July 18, 2022 | benzinga.com

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

March 9, 2022 | nasdaq.com

Simplify Launches Systematic Long/Short Managed Futures ETF

November 30, 2023 | Tomorrow Investor (Ad)

Why Microsoft Just Placed A Huge Bet On Nuclear

Even with aggressive expansion and acquisition of solar and wind farms, renewable energy isn’t anywhere close to providing the energy that Microsoft demands.

February 25, 2022 | investing.com

Simplify US Equity PLUS Downside Convexity ETF (SPD)

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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: $83.61 million
Average Daily Volume: $0.00
Discount/Premium: -0.06%

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: 9,300 shs

Miscellaneous

Outstanding Shares: 4,250,000
Beta: 0.66
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%	0.56%	0.53%	0.50%	0.51%
Other Expenses	0.04%	0.30%	0.53%	0.64%	0.57%
Total Expense	0.54%	0.63%	0.69%	0.73%	0.69%
Fee Waiver	-0.25%	-0.20%	-0.54%	-0.69%	-0.57%
Net Expense	0.29%	0.60%	0.59%	0.57%	0.57%

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

Top 8 SPD Holdings

iShares Core S&P 500 ETF(NYSEARCA:IVV)
Holding Weight: 99.64%
SPXW US 10/20/23 P3870 Index
Holding Weight: 0.57%
SPXW US 09/15/23 P3720 Index
Holding Weight: 0.15%
Pathward Financial(NASDAQ:CASH)
Holding Weight: 0.08%
SPXW US 08/18/23 P3720 Index
Holding Weight: 0.05%
SPXW US 08/18/23 P3500 Index
Holding Weight: -0.03%
SPXW US 09/15/23 P3500 Index
Holding Weight: -0.09%
SPXW US 10/20/23 P3640 Index
Holding Weight: -0.36%

SPD Sector Exposure

SPD Industry Exposure

Full Holdings Details

Similar ETFs

Institutional Ownership

View All Institutional Transactions

SPD ETF - Frequently Asked Questions

How have SPD shares performed in 2023?: Simplify US Equity PLUS Downside Convexity ETF's stock was trading at $24.25 at the start of the year. Since then, SPD shares have increased by 13.7% and is now trading at $27.58.
View the best growth stocks for 2023 here.
How often does Simplify US Equity PLUS Downside Convexity ETF pay dividends? What is the dividend yield for Simplify US Equity PLUS Downside Convexity ETF?: Simplify US Equity PLUS Downside Convexity ETF announced a dividend on Friday, March 10th. Stockholders of record on Wednesday, June 28th will be given a dividend of $0.21 per share on Monday, July 3rd. The ex-dividend date of this dividend is Tuesday, June 27th.
Read our dividend analysis for SPD.
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 $84.26 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 number of retail and institutional investors. Top institutional shareholders include Axxcess Wealth Management LLC (11.39%), Almanack Investment Partners LLC. (2.36%), Bison Wealth LLC (1.36%), LPL Financial LLC (1.25%), Ironsides Asset Advisors LLC (0.97%) and Wolverine Trading LLC (0.77%).
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 WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

This page (NYSEARCA:SPD) was last updated on 11/30/2023 by MarketBeat.com Staff

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