Simplify Exchange Traded Fun shares owned by CWM
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31k | 1.0k | 30.72 |
| 2023-12-31 | $35k | 1.2k | 29.02 |
| 2023-09-30 | $46k | 1.8k | 26.27 |
| 2023-06-30 | $7.9M | 289k | 27.31 |
| 2023-03-31 | $6.3M | 248k | 25.58 |
| 2022-12-31 | $5.4M | 223k | 24.25 |
| 2022-09-30 | $4.6M | 174k | 26.45 |
| 2022-06-30 | $3.7M | 139k | 26.47 |