Citadel Advisors
SPYC icon

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

Citadel Advisors’s Portfolio SPYC Stock Details SPYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,668
Closed -$457K – 14002
2025
Q3 		$457K Sell
10,668
-4,892
-31% -$203K ﹤0.01% 9357
2025
Q2 		$643K Buy
15,560
+5,856
+60% +$221K ﹤0.01% 8030
2025
Q1 		$334K Buy
9,704
+156
+2% +$5.81K ﹤0.01% 9342
2024
Q4 		$357K Buy
9,548
+48
+0.5% +$1.86K ﹤0.01% 9301
2024
Q3 		$359K Buy
+9,500
New +$348K ﹤0.01% 8934

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors's SPYC Position: Q4 2025 in Review

Citadel Advisors sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q4 2025, closing a stake of 10,668 shares — an estimated $457K sold.

Citadel Advisors first reported a position in SPYC in Q3 2024 and held it in 5 quarters. The position peaked at $643K in Q2 2025. 28 funds tracked by Wall St. Rank hold SPYC as of Q4 2025.

  • Citadel Advisors reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 10,668 Simplify US Equity PLUS Convexity ETF shares in Q4 2025, an estimated $457K.
  • Citadel Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q3 2024 and held it in 5 quarters.
  • Citadel Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $643K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q4 2025.

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