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Simplify Exchange Traded Fun shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 42k 32.32
2024-03-31 $1.3M 42k 31.09
2023-12-31 $1.2M 42k 28.74
2023-09-30 $1.1M 42k 26.22
2023-06-30 $1.1M 42k 27.31
2023-03-31 $1.1M 42k 25.58
2022-12-31 $1.0M 42k 24.25
2022-09-30 $1.1M 42k 26.44
2022-06-30 $1.1M 42k 26.46
2022-03-31 $1.3M 42k 31.33
2021-12-31 $1.5M 45k 33.27
2021-09-30 $1.4M 45k 30.42