Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q4 		– Sell
-33
Closed -$1.1K – 3870
2024
Q3 		$1.1K Buy
+33
New +$1.07K ﹤0.01% 3226

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Northwestern Mutual Wealth Management's SPD Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q4 2024, closing a stake of 33 shares — an estimated $1.1K sold.

Northwestern Mutual Wealth Management first reported a position in SPD in Q3 2024 and held it in 1 quarter. The position peaked at $1.1K in Q3 2024. 46 funds tracked by Wall St. Rank hold SPD as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 33 Simplify US Equity PLUS Downside Convexity ETF shares in Q4 2024, an estimated $1.1K.
  • Northwestern Mutual Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.1K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.