Kathmere Capital Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $303K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $25.9M | Buy |
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|
2022
Q4 | $24.5M | Buy |
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|
2022
Q3 | $23.3M | Buy |
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|
2022
Q2 | $22.9M | Buy |
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|
2022
Q1 | $20.7M | Buy |
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|
2021
Q4 | $20.7M | Buy |
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|
2021
Q3 | $18M | Buy |
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|
2021
Q2 | $15M | Buy |
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|
2021
Q1 | $10.2M | Buy |
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|
2020
Q4 | $996K | Buy |
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