Free Trial
NYSEARCA:SPD

Simplify US Equity PLUS Downside Convexity ETF (SPD) Price, Holdings, & News

Simplify US Equity PLUS Downside Convexity ETF logo
$33.95 -0.74 (-2.13%)
As of 02/21/2025 04:10 PM Eastern

About Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD)

Key Stats

Today's Range
$33.94
$34.64
50-Day Range
$33.05
$35.13
52-Week Range
$29.70
$35.30
Volume
13,497 shs
Average Volume
25,056 shs
Market Capitalization
$109.66 million
Assets Under Management
$142.21 million
Dividend Yield
1.18%
Net Expense Ratio
0.53%
Aggregate Rating
Moderate Buy

ETF Overview

The Simplify US Equity PLUS Downside Convexity ETF (SPD) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively managed fund-of-funds that provides exposure to US large-cap stocks while applying a downside options overlay strategy. SPD was launched on Sep 3, 2020 and is managed by Simplify.

Simplify US Equity PLUS Downside Convexity ETF Expenses

TypeSPDLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.50%0.58%0.56%0.51%0.53%
Other Expenses0.03%0.30%0.50%0.57%0.53%
Total Expense0.53%0.65%0.72%0.73%0.71%
Fee Waiver0.00%-0.25%-0.50%-0.66%-0.56%
Net Expense0.53%0.62%0.62%0.58%0.60%
Receive SPD Stock News and Ratings via Email

Sign-up to receive the latest news and ratings for Simplify US Equity PLUS Downside Convexity ETF and its competitors with MarketBeat's FREE daily newsletter.

SPD ETF News Headlines

Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry."
If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.
Simplify US Equity PLUS Upside Convexity ETF (SPUC)
Simplify US Equity Plus QIS ETF (SPQ)
See More Headlines

SPD ETF - Frequently Asked Questions

Simplify US Equity PLUS Downside Convexity ETF's stock was trading at $33.37 at the beginning of the year. Since then, SPD stock has increased by 1.7% and is now trading at $33.95.
View the best growth stocks for 2025 here
.

Top institutional investors of Simplify US Equity PLUS Downside Convexity ETF include Sollinda Capital Management LLC (18.55%), HighTower Advisors LLC (16.35%), Ridgepath Capital Management LLC (8.82%) and Axxcess Wealth Management LLC (8.82%).

Shares of SPD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Based on aggregate information from My MarketBeat watchlists, some other companies that Simplify US Equity PLUS Downside Convexity ETF investors own include Affirm (AFRM), Walt Disney (DIS), Milestone Scientific (MLSS), Zscaler (ZS), Advanced Micro Devices (AMD), Arista Networks (ANET) and Applied DNA Sciences (APDN).

Fund Details

Issuer
Simplify Asset Management
Fund Name
Simplify US Equity PLUS Downside Convexity ETF
Tax Classification
Regulated Investment Company
Current Symbol
NYSEARCA:SPD
Inception Date
9/3/2020
Fund Manager
Paul Kim, David Berns
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Equity
Benchmark
N/A
Category
Size and Style
Focus
Large Cap
Development Level
Developed Markets
Region
North America
Number of Holdings
47

Fund Statistics

Assets Under Management
$142.21 million
Average Daily Volume
$0.00
Discount/Premium
0.00%

Administrator, Advisor and Custodian

Administrator
The Bank of New York Mellon Corporation
Advisor
Simplify Asset Management Inc.
Custodian
The Bank of New York Mellon Corporation
Distributor
Foreside Fund Services, LLC
Transfer Agent
The Bank of New York Mellon Corporation
Trustee
N/A
Lead Market Maker
Wolverine Trading

Options

Optionable
N/A
Short Interest
3,100 shs

Miscellaneous

Beta
0.90
Creation Unit
50,000
Creation Fee
$500.00
Beginner's Guide To Retirement Stocks Cover

Enter your email address and we'll send you MarketBeat's list of seven best retirement stocks and why they should be in your portfolio.

Get This Free Report

Top 10 SPD Holdings

  • iShares Core S&P 500 ETF (NYSEARCA:IVV)
    Holding Weight: 99.46%
  • SPXW US 04/17/25 P5100 Index
    Holding Weight: 0.57%
  • Pathward Financial (NASDAQ:CASH)
    Holding Weight: 0.40%
  • SPXW US 03/21/25 P5060 Index
    Holding Weight: 0.20%
  • SPXW US 02/28/25 C6100 Index
    Holding Weight: 0.06%
  • SPX US 02/21/25 P4990 Index
    Holding Weight: 0.05%
  • GLD US 02/14/25 P239 Equity
    Holding Weight: 0.03%
  • SPXW US 02/04/25 C6170 Index
    Holding Weight: 0.02%
  • SPXW US 02/07/25 C6225 Index
    Holding Weight: 0.02%
  • SPXW US 02/07/25 P5750 Index
    Holding Weight: 0.02%

SPD Sector Exposure

SPD Industry Exposure


This page (NYSEARCA:SPD) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners