Morgan Stanley
SPD icon

Morgan Stanley’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Morgan Stanley’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 		$26.8K Sell
737
-110
-13% -$4.25K ﹤0.01% 6629
2025
Q4 		$33.3K Buy
847
+102
+14% +$4.03K ﹤0.01% 6551
2025
Q3 		$29.4K Buy
745
+744
+74,400% +$28.5K ﹤0.01% 6572
2025
Q2 		$44 Hold
1
– – ﹤0.01% 7829
2025
Q1 		$53 Sell
1
-380
-100% -$12.6K ﹤0.01% 7704
2024
Q4 		$12.7K Hold
381
– – ﹤0.01% 6719
2024
Q3 		$12.8K Sell
381
-1
-0.3% -$33 ﹤0.01% 6643
2024
Q2 		$12.3K Buy
382
+1
+0.3% +$31 ﹤0.01% 6608
2024
Q1 		$11.9K Sell
381
-379
-50% -$11.4K ﹤0.01% 6649
2023
Q4 		$21.8K Buy
760
+380
+100% +$10.3K ﹤0.01% 6632
2023
Q3 		$9.96K Sell
380
-3,043
-89% -$83.3K ﹤0.01% 6732
2023
Q2 		$93.5K Buy
3,423
+16
+0.5% +$418 ﹤0.01% 5981
2023
Q1 		$87.2K Hold
3,407
– – ﹤0.01% 6067
2022
Q4 		$82.6K Hold
3,407
– – ﹤0.01% 6069
2022
Q3 		$90K Hold
3,407
– – ﹤0.01% 6136
2022
Q2 		$90K Hold
3,407
– – ﹤0.01% 6331
2022
Q1 		$107K Buy
+3,407
New +$106K ﹤0.01% 6263

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley's SPD Position: Q1 2026 in Review

Morgan Stanley reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 13% in Q1 2026, selling an estimated $4.25K and leaving 737 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6629.

Morgan Stanley first reported a position in SPD in Q1 2022 and has held it in 17 quarters since. The position peaked at $107K in Q1 2022. 43 funds tracked by Wall St. Rank hold SPD as of Q1 2026.

  • Morgan Stanley held 737 shares of Simplify US Equity PLUS Downside Convexity ETF worth $26.8K as of Q1 2026.
  • Morgan Stanley sold 110 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2026, an estimated $4.25K.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6629 holding.
  • Morgan Stanley first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2022 and has held it in 17 quarters since.
  • Morgan Stanley's Simplify US Equity PLUS Downside Convexity ETF position peaked at $107K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.