CIBC Private Wealth Group
SPD icon

CIBC Private Wealth Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

CIBC Private Wealth Group’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$25.5K Hold
650
– – ﹤0.01% 2076
2025
Q3 		$25.7K Hold
650
– – ﹤0.01% 2064
2025
Q2 		$24.7K Hold
650
– – ﹤0.01% 1933
2025
Q1 		$19.3K Buy
+650
New +$21.6K ﹤0.01% 2005

Other funds holding SPD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $102M AUM
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CIBC Private Wealth Group's SPD Position: Q4 2025 in Review

CIBC Private Wealth Group held its Simplify US Equity PLUS Downside Convexity ETF (SPD) position steady in Q4 2025 at 650 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

CIBC Private Wealth Group first reported a position in SPD in Q1 2025 and has held it in 4 quarters since. The position peaked at $25.7K in Q3 2025. 44 funds tracked by Wall St. Rank hold SPD as of Q4 2025.

  • CIBC Private Wealth Group held 650 shares of Simplify US Equity PLUS Downside Convexity ETF worth $25.5K as of Q4 2025.
  • CIBC Private Wealth Group left its Simplify US Equity PLUS Downside Convexity ETF share count unchanged in Q4 2025.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2076 holding.
  • CIBC Private Wealth Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2025 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $25.7K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.