NYSEARCA:SPD Simplify US Equity PLUS Downside Convexity ETF (SPD) Price, Holdings, & News → Was the Great Financial Crisis fun? (From Brooks Enterprises) (Ad) Free SPD Stock Alerts $31.57 +0.16 (+0.51%) (As of 06/4/2024 ET) Add Compare Share Share Today's Range$31.37▼$31.5750-Day Range$29.76▼$31.7252-Week Range$25.37▼$31.77Volume18,666 shsAverage Volume29,910 shsMarket Capitalization$101.97 millionAssets Under Management$109.43 millionDividend Yield1.27%Net Expense Ratio0.29% Stock AnalysisStock AnalysisChartDividendHoldingsOwnershipStock AnalysisChartDividendHoldingsOwnership 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)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 $0.1177August 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 Holdings13 Fund Statistics Assets Under Management$109.43 million Average Daily Volume$0.00 Discount/Premium-0.08% 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 Interest20,400 shs Miscellaneous Outstanding Shares3,230,000Beta0.90 Creation Unit50,000 Creation Fee$500.00 Ten Starter Stocks For Beginners to Buy NowJust getting into the stock market? These 10 simple stocks can help beginning investors build long-term wealth without knowing options, technicals, or other advanced strategies.Get This Free Report Ad Brooks EnterprisesWas the Great Financial Crisis fun?The Great Financial Crisis, which actually started in the summer of 2007 and did not end until March of 2009, was terrible! The majority of market indexes lost over 50% of their value. Almost every day, traders would look at their trading accounts and just see a sea of red.Get those kind of results during the Great Financial Crisis, without having to study more Simplify US Equity PLUS Downside Convexity ETF ExpensesTypeSPDLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.57%0.54%0.51%0.51%Other Expenses0.04%0.28%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%-0.56%Net Expense0.29%0.61%0.60%0.58%0.58% Simplify US Equity PLUS Downside Convexity ETF (SPD) Holdings & ExposureTop 10 SPD HoldingsiShares Core S&P 500 ETF(NYSEARCA:IVV)Holding Weight: 99.78%SPXW US 08/16/24 P4500 IndexHolding Weight: 0.61%SPXW US 07/19/24 P4230 IndexHolding Weight: 0.09%SPXW US 06/21/24 P4350 IndexHolding Weight: 0.04%SPXW US 06/10/24 P4900 IndexHolding Weight: 0.01%SPXW US 06/03/24 P4500 IndexHolding Weight: 0.00%SPXW US 06/03/24 P4950 IndexHolding Weight: 0.00%SPXW US 06/10/24 P4600 IndexHolding Weight: -0.01%SPXW US 06/21/24 P4090 IndexHolding Weight: -0.02%Pathward Financial(NASDAQ:CASH)Holding Weight: -0.04%SPD Sector ExposureSPD Industry ExposureFull Holdings Details Similar ETFsBNY Mellon Emerging Markets Equity ETFNYSEARCA:BKEMInnovator Nasdaq-100 Managed Floor ETFNYSEARCA:QFLRInnovator Buffer Step-Up Strategy ETFNYSEARCA:BSTPCalvert International Responsible Index ETFNYSEARCA:CVIEInvesco S&P 500 BuyWrite ETFNYSEARCA:PBPInstitutional OwnershipAustin Wealth Management LLCBought 1,296 shares on 5/23/2024Ownership: 3.616%Axxcess Wealth Management LLCBought 41,682 shares on 5/14/2024Ownership: 12.273%Ironsides Asset Advisors LLCBought 4,295 shares on 5/11/2024Ownership: 1.221%Great Lakes Retirement Inc.Sold 793 shares on 5/9/2024Ownership: 0.381%Almanack Investment Partners LLC.Bought 132,728 shares on 5/2/2024Ownership: 4.174%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 9.8% and is now trading at $31.57. 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 $109.43 million assets under management. What stocks does Simplify US Equity PLUS Downside Convexity ETF hold? SPD invests in 13 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 many different institutional and retail investors. Top institutional investors include Axxcess Wealth Management LLC (12.27%), Sollinda Capital Management LLC (12.14%), Wealth Enhancement Advisory Services LLC (8.22%), Almanack Investment Partners LLC. (4.17%), Austin Wealth Management LLC (3.62%) and Capital Investment Advisory Services LLC (1.37%). 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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