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
2026
Q2 		$1.04K Buy
+25
New +$1.01K ﹤0.01% 3778
2024
Q4 		– Sell
-33
Closed -$1.1K – 3870
2024
Q3 		$1.1K Buy
+33
New +$1.07K ﹤0.01% 3226

Other funds holding SPD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Northwestern Mutual Wealth Management's SPD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q2 2026: 25 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #3778 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in SPD as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in SPD in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.1K in Q3 2024. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 25 shares of Simplify US Equity PLUS Downside Convexity ETF worth $1.04K as of Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Simplify US Equity PLUS Downside Convexity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3778 holding.
  • Northwestern Mutual Wealth Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2024 and has held it in 2 quarters since.
  • 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 Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.