Fidelity Investments’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Fidelity Investments’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
2024 Q3	–	Sell	-2	Closed	-$65	–	5711
2024 Q2	$65	Buy	+2	New	+$63	﹤0.01%	5018
2023 Q2	–	Sell	-3	Closed	-$77	–	5578
2023 Q1	$77	Buy	+3	New	+$75	﹤0.01%	4928
2022 Q4	–	Sell	-1	Closed	–	–	5574
2022 Q3	$0	Sell	1 -6	-86%	-$163	﹤0.01%	5356
2022 Q2	$0	Buy	7 +6	+600%	+$172	﹤0.01%	5441
2022 Q1	$0	Hold	1	–	–	﹤0.01%	5439
2021 Q4	$0	Buy	+1	New	+$32	﹤0.01%	4885

Other funds holding SPD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

LAS

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Fidelity Investments's SPD Position: Q3 2024 in Review

Fidelity Investments sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q3 2024, closing a stake of 2 shares — an estimated $65 sold.

Fidelity Investments first reported a position in SPD in Q4 2021 and held it in 6 quarters. The position peaked at $77 in Q1 2023. 34 funds tracked by Wall St. Rank hold SPD as of Q3 2024.

Fidelity Investments reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q3 2024 after selling out during the quarter.
Fidelity Investments sold 2 Simplify US Equity PLUS Downside Convexity ETF shares in Q3 2024, an estimated $65.
Fidelity Investments first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2021 and held it in 6 quarters.
Fidelity Investments's Simplify US Equity PLUS Downside Convexity ETF position peaked at $77 in Q1 2023.
34 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.