NYSEARCA:SPD Simplify US Equity PLUS Downside Convexity ETF (SPD) Price, Holdings, & News → The AI Defense Stock Set to Soar (From Behind the Markets) (Ad) Free SPD Stock Alerts $31.40 +0.01 (+0.03%) (As of 10:51 AM ET) Add Compare Share Share Today's Range$31.39▼$31.4250-Day Range$28.76▼$31.4752-Week Range$24.98▼$31.55Volume4,972 shsAverage Volume32,870 shsMarket Capitalization$133.45 millionAssets Under Management$96.49 millionDividend Yield1.27%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)March 28, 2024 | Behind the Markets (Ad)The AI Defense Stock Set to SoarTo protect our interests, The Pentagon has partnered with this small AI defense contractor - creating some of the most powerful AI defenses ever made.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 KelleherMarch 28, 2024 | Behind the Markets (Ad)The AI Defense Stock Set to SoarTo protect our interests, The Pentagon has partnered with this small AI defense contractor - creating some of the most powerful AI defenses ever made.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$94.92 million Average Daily Volume$0.00 Discount/Premium-0.02% 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 Interest18,100 shs Miscellaneous Outstanding Shares4,250,000Beta0.66 Creation Unit50,000 Creation Fee$500.00 7 Stocks to Own Before the 2024 ElectionLooking to avoid the hassle of mudslinging, volatility, and uncertainty? You'd need to be out of the market, which isn’t viable. So where should investors put their money? Find out with this report.Get This Free Report Ad Behind the MarketsThe AI Defense Stock Set to SoarTo protect our interests, The Pentagon has partnered with this small AI defense contractor - creating some of the most powerful AI defenses ever made.Here's how you can invest >>> 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%-0.54%-0.69%-0.56%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: 99.64%SPXW US 10/20/23 P3870 IndexHolding Weight: 0.57%SPXW US 09/15/23 P3720 IndexHolding Weight: 0.15%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.08%SPXW US 08/18/23 P3720 IndexHolding Weight: 0.05%SPXW US 08/18/23 P3500 IndexHolding Weight: -0.03%SPXW US 09/15/23 P3500 IndexHolding Weight: -0.09%SPXW US 10/20/23 P3640 IndexHolding Weight: -0.36%SPD Sector ExposureSPD Industry ExposureFull Holdings Details Similar ETFsAllianzIM U.S. Large Cap Buffer10 Mar ETFNYSEARCA:MARTSyntax Stratified Large Cap ETFNYSEARCA:SSPYBNY Mellon Emerging Markets Equity ETFNYSEARCA:BKEMInvesco S&P 500 BuyWrite ETFNYSEARCA:PBPCalvert International Responsible Index ETFNYSEARCA:CVIEInstitutional OwnershipAustin Wealth Management LLCSold 7,401 shares on 2/21/2024Ownership: 2.718%OLD Mission Capital LLCBought 17,342 shares on 2/15/2024Ownership: 0.839%GTS Securities LLCBought 804 shares on 2/15/2024Ownership: 0.411%Wolverine Trading LLCSold 23,614 shares on 2/15/2024Ownership: 0.214%Lloyd Advisory Services LLC.Bought 48,540 shares on 2/13/2024Ownership: 1.142%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 2024. Since then, SPD stock has increased by 9.3% and is now trading at $31.40. 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 $96.49 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 shareholders include Axxcess Wealth Management LLC (8.20%), Austin Wealth Management LLC (2.72%), Bison Wealth LLC (1.16%), Lloyd Advisory Services LLC. (1.14%), OLD Mission Capital LLC (0.84%) and Dynamic Advisor Solutions LLC (0.64%). 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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