Simplify Exchange Traded Fun shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 48k | 39.26 |
| 2025-09-30 | $1.8M | 45k | 39.51 |
| 2025-06-30 | $1.7M | 46k | 38.02 |
| 2024-12-31 | $1.6M | 49k | 33.37 |
| 2024-09-30 | $1.7M | 51k | 33.47 |
| 2024-06-30 | $1.7M | 51k | 32.32 |