Northwestern Mutual Wealth Management
SPBC icon

Northwestern Mutual Wealth Management’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SPBC Stock Details SPBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20
Closed -$689 – 3826
2024
Q2 		$689 Buy
+20
New +$668 ﹤0.01% 3253

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Susquehanna International Group
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Envestnet Asset Management
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HGERS
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WAM
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Northwestern Mutual Wealth Management's SPBC Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q3 2024, closing a stake of 20 shares — an estimated $689 sold.

Northwestern Mutual Wealth Management first reported a position in SPBC in Q2 2024 and held it in 1 quarter. The position peaked at $689 in Q2 2024. 15 funds tracked by Wall St. Rank hold SPBC as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 20 Simplify US Equity PLUS GBTC ETF shares in Q3 2024, an estimated $689.
  • Northwestern Mutual Wealth Management first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Simplify US Equity PLUS GBTC ETF position peaked at $689 in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.