Jeff Yass’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Jeff Yass’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
2026 Q2	$1.37M	Buy	32,922 +5,385	+20%	+$217K	﹤0.01%	7397
2026 Q1	$1M	Buy	+27,537	New	+$1.06M	﹤0.01%	7880
2025 Q4	–	Sell	-11,531	Closed	-$456K	–	13536
2025 Q3	$456K	Buy	+11,531	New	+$442K	﹤0.01%	9179
2025 Q2	–	Sell	-9,631	Closed	-$298K	–	13648
2025 Q1	$298K	Buy	+9,631	New	+$320K	﹤0.01%	10080
2023 Q4	–	Sell	-22,333	Closed	-$586K	–	13239
2023 Q3	$586K	Buy	+22,333	New	+$611K	﹤0.01%	7862
2022 Q4	–	Sell	-16,513	Closed	-$437K	–	13595
2022 Q3	$437K	Sell	16,513 -8,599	-34%	-$234K	﹤0.01%	8841
2022 Q2	$665K	Buy	+25,112	New	+$721K	﹤0.01%	7567

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $111M AUM

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Jeff Yass's SPD Position: Q2 2026 in Review

Jeff Yass increased its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 20% in Q2 2026, buying an estimated $217K and bringing the position to 32,922 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #7397.

Jeff Yass first reported a position in SPD in Q2 2022 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Jeff Yass held 32,922 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.37M as of Q2 2026.
Jeff Yass bought 5,385 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $217K.
Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7397 holding.
Jeff Yass first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2022 and has held it in 7 quarters since.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.