Simplify Exchange Traded Fun shares owned by AE Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 185k | 39.51 |
| 2025-06-30 | $7.0M | 185k | 38.03 |
| 2025-03-31 | $84k | 2.7k | 30.93 |
| 2024-12-31 | $4.9M | 148k | 33.37 |
| 2024-09-30 | $5.0M | 150k | 33.47 |
| 2024-06-30 | $4.5M | 139k | 32.32 |
| 2024-03-31 | $4.3M | 137k | 31.09 |
| 2023-12-31 | $9.8M | 332k | 29.43 |
| 2022-09-30 | $1.5M | 56k | 26.46 |
| 2022-06-30 | $982k | 37k | 26.48 |
| 2022-03-31 | $786k | 25k | 31.35 |
| 2021-12-31 | $358k | 11k | 33.29 |