Citadel Advisors’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Citadel Advisors’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	–	Sell	-11,740	Closed	-$464K	–	13978
2025 Q3	$464K	Buy	+11,740	New	+$450K	﹤0.01%	9316
2025 Q2	–	Sell	-17,466	Closed	-$540K	–	14905
2025 Q1	$540K	Buy	17,466 +2,756	+19%	+$91.6K	﹤0.01%	8302
2024 Q4	$491K	Sell	14,710 -354	-2%	-$12.1K	﹤0.01%	8588
2024 Q3	$504K	Sell	15,064 -2,499	-14%	-$81.4K	﹤0.01%	8239
2024 Q2	$568K	Buy	+17,563	New	+$550K	﹤0.01%	7802
2022 Q3	–	Sell	-11,630	Closed	-$308K	–	13547
2022 Q2	$308K	Buy	+11,630	New	+$334K	﹤0.01%	9747

Other funds holding SPD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $137M AUM 15.3% 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 $440M AUM 17.66% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors's SPD Position: Q4 2025 in Review

Citadel Advisors sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2025, closing a stake of 11,740 shares — an estimated $464K sold.

Citadel Advisors first reported a position in SPD in Q2 2022 and held it in 6 quarters. The position peaked at $568K in Q2 2024. 44 funds tracked by Wall St. Rank hold SPD as of Q4 2025.

Citadel Advisors reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2025 after selling out during the quarter.
Citadel Advisors sold 11,740 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2025, an estimated $464K.
Citadel Advisors first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2022 and held it in 6 quarters.
Citadel Advisors's Simplify US Equity PLUS Downside Convexity ETF position peaked at $568K in Q2 2024.
44 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.