Simplify Exchange Traded Fun shares owned by LPL Financial
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 40k | 39.51 |
| 2025-06-30 | $917k | 24k | 38.02 |
| 2025-03-31 | $624k | 20k | 30.93 |
| 2024-12-31 | $609k | 18k | 33.37 |
| 2024-09-30 | $425k | 13k | 33.47 |
| 2024-06-30 | $385k | 12k | 32.32 |
| 2023-09-30 | $1.4M | 53k | 26.22 |
| 2023-06-30 | $1.3M | 46k | 27.31 |
| 2023-03-31 | $1.3M | 49k | 25.58 |
| 2022-12-31 | $946k | 39k | 24.25 |
| 2022-09-30 | $27M | 1.0M | 26.45 |
| 2022-06-30 | $11M | 400k | 26.47 |