NYSEARCA:SPD

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

$31.12
+0.16 (+0.52%)
(As of 05/9/2024 ET)
Today's Range
$30.92
$31.12
50-Day Range
$29.76
$31.47
52-Week Range
$25.37
$31.55
Volume
59,386 shs
Average Volume
29,202 shs
Market Capitalization
$98.96 million
Assets Under Management
$98.17 million
Dividend Yield
1.29%
Net Expense Ratio
0.29%
SPD stock logo

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

SPD ETF News Headlines

Simplify US Equity PLUS Upside Convexity ETF (SPUC)
He Is Giving Away Bitcoin
And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.
Simplify US Equity Plus QIS ETF (SPQ)
He Is Giving Away Bitcoin
And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.
See More Headlines
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Fund Details

Issuer
Simplify Asset Management
Fund Name
Simplify US Equity PLUS Downside Convexity ETF
Tax Classification
Regulated Investment Company
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
$98.17 million
Average Daily Volume
$0.00
Discount/Premium
0.04%

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
7,400 shs

Miscellaneous

Beta
0.90
Creation Unit
50,000
Creation Fee
$500.00
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Simplify US Equity PLUS Downside Convexity ETF Expenses

TypeSPDLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.50%0.57%0.54%0.51%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%0.58%0.58%

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

Top 8 SPD Holdings

SPD Sector Exposure

SPD Industry Exposure


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 2024. Since then, SPD shares have increased by 8.3% and is now trading at $31.12.
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 $98.17 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 many different retail and institutional investors. Top institutional investors include Sollinda Capital Management LLC (12.14%), Wealth Enhancement Advisory Services LLC (8.22%), Almanack Investment Partners LLC. (4.17%), Capital Investment Advisory Services LLC (1.37%), Financial Enhancement Group LLC (0.54%) and Great Lakes Retirement Inc. (0.38%).

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 5/9/2024 by MarketBeat.com Staff

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