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TD Capital Management’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

TD Capital 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
Q1 		– Sell
-31
Closed -$877 – 552
2023
Q4 		$877 Buy
31
+1
+3% +$27 ﹤0.01% 387
2023
Q3 		$793 Hold
30
– – ﹤0.01% 386
2023
Q2 		$820 Sell
30
-7
-19% -$183 ﹤0.01% 391
2023
Q1 		$947 Hold
37
– – ﹤0.01% 385
2022
Q4 		$895 Sell
37
-2,423
-98% -$61.1K ﹤0.01% 359
2022
Q3 		$65K Buy
+2,460
New +$66.9K 0.01% 141
2022
Q1 		– Sell
-3,974
Closed -$132K – 310
2021
Q4 		$132K Sell
3,974
-558
-12% -$17.9K 0.01% 108
2021
Q3 		$138K Buy
4,532
+3,532
+353% +$110K 0.02% 97
2021
Q2 		$30K Buy
1,000
+964
+2,678% +$28.6K ﹤0.01% 175
2021
Q1 		$1K Buy
+36
New +$994 ﹤0.01% 310

Other funds holding SPD

AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

TD Capital Management's SPD Position: Q1 2024 in Review

TD Capital Management sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2024, closing a stake of 31 shares — an estimated $877 sold.

TD Capital Management first reported a position in SPD in Q1 2021 and held it in 10 quarters. The position peaked at $138K in Q3 2021. 29 funds tracked by Wall St. Rank hold SPD as of Q1 2024.

  • TD Capital Management reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2024 after selling out during the quarter.
  • TD Capital Management sold 31 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2024, an estimated $877.
  • TD Capital Management first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q1 2021 and held it in 10 quarters.
  • TD Capital Management's Simplify US Equity PLUS Downside Convexity ETF position peaked at $138K in Q3 2021.
  • 29 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2024.

Based on TD Capital Management's 13F filing for Q1 2024, filed 10 May 2024.