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

ETF Overview

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.

Key Stats

• Today's Range: $36.17 to $36.48
• 50-Day Range: $32.25 to $37.44
• 52-Week Range: $29.54 to $37.60
• Volume: 8,245 shs
• Average Volume: 34,835 shs
• Market Capitalization: $84.86 million
• Assets Under Management: $84.65 million
• Dividend Yield: 1.26%
• Net Expense Ratio: 0.53%
• Aggregate Rating: Moderate Buy

SPD ETF - Frequently Asked Questions

How have SPD shares performed this year?

Simplify US Equity PLUS Downside Convexity ETF's stock was trading at $33.37 on January 1st, 2025. Since then, SPD stock has increased by 9.1% and is now trading at $36.42.
View the best growth stocks for 2025 here.

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

Simplify US Equity PLUS Downside Convexity ETF's top institutional shareholders include HighTower Advisors LLC (18.91%), Ethos Financial Group LLC (8.83%), Authentikos Wealth Advisory LLC (10.67%) and Wealth Enhancement Advisory Services LLC (7.55%).

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.

What other stocks do shareholders of Simplify US Equity PLUS Downside Convexity ETF own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Simplify US Equity PLUS Downside Convexity ETF investors own include Affirm (AFRM), Walt Disney (DIS), Milestone Scientific (MLSS), Zscaler (ZS), Advanced Micro Devices (AMD), Arista Networks (ANET) and Applied DNA Sciences (APDN).

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: 19

Fund Statistics

• Assets Under Management: $84.65 million
• Average Daily Volume: $0.00
• Discount/Premium: -0.02%

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: 1,200 shs

Miscellaneous

• Outstanding Shares: 2,330,000
• Beta: 0.74
• Creation Unit: 50,000
• Creation Fee: $500.00