NYSEARCA:SPD Simplify US Equity PLUS Downside Convexity ETF (SPD) Price, Holdings, & News → 41 banks launch ‘crypto dollar’ (From Stansberry Research) (Ad) Free SPD Stock Alerts $31.64 +0.02 (+0.06%) (As of 04:10 PM ET) Add Compare Share Share Today's Range$31.64▼$31.7750-Day Range$29.76▼$31.6952-Week Range$25.37▼$31.77Volume17,174 shsAverage Volume28,030 shsMarket Capitalization$102.20 millionAssets Under Management$101.85 millionDividend Yield1.26%Net Expense Ratio0.29% Stock AnalysisStock AnalysisChartDividendHoldingsOwnershipRatingsStock AnalysisChartDividendHoldingsOwnershipRatings 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 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 Holdings12 Fund Statistics Assets Under Management$101.85 million Average Daily Volume$0.00 Discount/Premium0.04% 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 Interest7,700 shs Miscellaneous Outstanding Shares3,230,000Beta0.90 Creation Unit50,000 Creation Fee$500.00 Ad Stansberry ResearchEverybody laughed when he recommended Netflix"This Could be Worth Even More than A.I." Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined. Click here to see how it could become the No. 1 investment of the next decade. 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%0.28%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 9 SPD HoldingsiShares Core S&P 500 ETF(NYSEARCA:IVV)Holding Weight: 99.91%SPXW US 07/19/24 P4230 IndexHolding Weight: 0.11%SPXW US 06/21/24 P4350 IndexHolding Weight: 0.06%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.03%SPXW US 05/17/24 P4025 IndexHolding Weight: 0.00%SPXW US 05/17/24 P4280 IndexHolding Weight: 0.00%SPXW US 05/20/24 P4900 IndexHolding Weight: 0.00%SPXW US 06/21/24 P4090 IndexHolding Weight: -0.04%SPXW US 07/19/24 P3975 IndexHolding Weight: -0.08%SPD Sector ExposureSPD Industry ExposureFull Holdings Details Similar ETFsKraneShares Electric Vehicles and Future Mobility Index ETFNYSEARCA:KARSAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETFNYSEARCA:SIXJBNY Mellon Emerging Markets Equity ETFNYSEARCA:BKEMInvesco S&P 500 BuyWrite ETFNYSEARCA:PBPInvesco Bloomberg MVP Multi-factor ETFNYSEARCA:BMVPInstitutional OwnershipAxxcess 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%Capital Investment Advisory Services LLCBought 35,475 shares on 4/25/2024Ownership: 1.370%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 on January 1st, 2024. Since then, SPD stock has increased by 10.3% and is now trading at $31.71. 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 $101.85 million assets under management. What stocks does Simplify US Equity PLUS Downside Convexity ETF hold? SPD invests in 12 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 (12.27%), 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%) and Ironsides Asset Advisors LLC (1.22%). 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 5/20/2024 by MarketBeat.com Staff From Our PartnersThe ONE AI Stock to own now. 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