LPL Financial
SPD icon

LPL Financial’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

LPL Financial’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
Q1 		$8.67M Sell
238,299
-146,501
-38% -$5.66M ﹤0.01% 2112
2025
Q4 		$15.1M Buy
384,800
+344,548
+856% +$13.6M ﹤0.01% 1597
2025
Q3 		$1.59M Buy
40,252
+16,136
+67% +$619K ﹤0.01% 3537
2025
Q2 		$917K Buy
24,116
+3,941
+20% +$139K ﹤0.01% 3827
2025
Q1 		$624K Buy
20,175
+1,926
+11% +$64K ﹤0.01% 3964
2024
Q4 		$609K Buy
18,249
+5,556
+44% +$190K ﹤0.01% 3920
2024
Q3 		$425K Buy
12,693
+777
+7% +$25.3K ﹤0.01% 4135
2024
Q2 		$385K Buy
+11,916
New +$373K ﹤0.01% 4079
2024
Q1 		– Sell
-53,054
Closed -$1.52M – 5016
2023
Q4 		$1.52M Sell
53,054
-75
-0.1% -$2.04K ﹤0.01% 2663
2023
Q3 		$1.39M Buy
53,129
+7,026
+15% +$192K ﹤0.01% 2615
2023
Q2 		$1.26M Sell
46,103
-3,194
-6% -$83.5K ﹤0.01% 2653
2023
Q1 		$1.26M Buy
49,297
+10,304
+26% +$259K ﹤0.01% 2560
2022
Q4 		$946K Sell
38,993
-964,743
-96% -$24.3M ﹤0.01% 2693
2022
Q3 		$26.5M Buy
1,003,736
+604,084
+151% +$16.4M 0.03% 523
2022
Q2 		$10.6M Buy
+399,652
New +$11.5M 0.01% 931

Other funds holding SPD

Commonwealth Equity Services
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

LPL Financial's SPD Position: Q1 2026 in Review

LPL Financial reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 38% in Q1 2026, selling an estimated $5.66M and leaving 238,299 shares worth $8.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

LPL Financial first reported a position in SPD in Q2 2022 and has held it in 15 quarters since. The position peaked at $26.5M in Q3 2022. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • LPL Financial held 238,299 shares of Simplify US Equity PLUS Downside Convexity ETF worth $8.67M as of Q1 2026.
  • LPL Financial sold 146,501 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $5.66M.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2112 holding.
  • LPL Financial first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q2 2022 and has held it in 15 quarters since.
  • LPL Financial's Simplify US Equity PLUS Downside Convexity ETF position peaked at $26.5M in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.