Free Trial
NYSEARCA:SPD

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

Simplify US Equity PLUS Downside Convexity ETF logo
$34.52 +0.37 (+1.08%)
As of 01/21/2025 04:10 PM Eastern

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

Key Stats

Today's Range
$34.24
$34.56
50-Day Range
$33.05
$35.21
52-Week Range
$29.16
$35.24
Volume
95,921 shs
Average Volume
34,227 shs
Market Capitalization
$111.50 million
Assets Under Management
$138.83 million
Dividend Yield
1.16%
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%0.55%0.51%0.52%
Other Expenses0.03%0.31%0.49%0.57%0.54%
Total Expense0.53%0.65%0.71%0.73%0.71%
Fee Waiver0.00%-0.26%-0.51%-0.66%-0.56%
Net Expense0.53%0.62%0.61%0.58%0.59%
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

The #1 Stock for Trump’s Second Term?
Imagine how much money you could make if you bought all of the top performing stocks during Trump's second term? Well, legendary investor Louis Navellier's stock rating system... Gave a buy rating to ALL of the top 30 performing stocks in the S&P 500 index of Trump's first term...
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 3.4% and is now trading at $34.52.
View the best growth stocks for 2025 here
.

Top institutional investors of Simplify US Equity PLUS Downside Convexity ETF include Atomi Financial Group Inc. (1.40%), B.O.S.S. Retirement Advisors LLC (0.80%), Fiduciary Alliance LLC (0.70%) and Elevated Capital Advisors LLC (0.55%).

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
45

Fund Statistics

Assets Under Management
$138.83 million
Average Daily Volume
$0.00
Discount/Premium
0.01%

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
8,000 shs

Miscellaneous

Beta
0.90
Creation Unit
50,000
Creation Fee
$500.00
Metaverse Stocks And Why You Can't Ignore Them Cover

Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment.

Get This Free Report

Top 10 SPD Holdings

  • iShares Core S&P 500 ETF (NYSEARCA:IVV)
    Holding Weight: 99.94%
  • SPXW US 03/21/25 P5060 Index
    Holding Weight: 0.66%
  • SPX US 02/21/25 P4990 Index
    Holding Weight: 0.23%
  • Pathward Financial (NASDAQ:CASH)
    Holding Weight: 0.08%
  • SPXW US 01/17/25 P4960 Index
    Holding Weight: 0.02%
  • SPXW US 01/17/25 P5530 Index
    Holding Weight: 0.02%
  • SPXW US 01/22/25 C6200 Index
    Holding Weight: 0.02%
  • MSTR US 01/17/25 P205 Equity
    Holding Weight: 0.01%
  • MSTR US 01/17/25 P225 Equity
    Holding Weight: 0.01%
  • MSTR US 01/24/25 P200 Equity
    Holding Weight: 0.01%

SPD Sector Exposure

SPD Industry Exposure


This page (NYSEARCA:SPD) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners