Chicago Partners Investment Group LLC SPBC — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Chicago Partners Investment Group LLC  ·  6 quarters on record

AI Ownership Summary

Chicago Partners Investment Group LLC reported SIMPLIFY EXCHANGE TRADED FUN (SPBC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows SPBC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chicago Partners Investment Group LLC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPBC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPBC stock page Chicago Partners Investment Group LLC fund profile Chicago Partners Investment Group LLC full holdings
How Chicago Partners Investment Group LLC held SPBC — position size vs. price
% of Fund (quarterly)    SPBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 29,176 -481 -1.6% 0.03% $1.3M 2026-05-04 $46.63
2025 Q4 ADDED — — — 29,657 +747 +2.6% 0.03% $1.3M 2026-01-28 $45.54
2025 Q3 ADDED — — — 28,910 +10,096 +53.7% 0.03% $1.3M 2025-10-30 $45.18
2025 Q2 ADDED — — — 18,814 +4,747 +33.7% 0.02% $806K 2025-07-29 $42.61
2025 Q1 ADDED — — — 14,067 +4,385 +45.3% 0.02% $524K 2025-05-09 $37.31
2024 Q4 INITIATED — — — 9,682 — — 0.01% $377K 2025-01-24 $40.20

🏢 Other funds also holding SPBC

As of 2026 Q1 — sorted by position size

Professional Financial Advisors, LLC 3Y 1.08% SFG Wealth Management, LLC. 3Y 0.51% Total Clarity Wealth Management, Inc. 3Y 0.21% CWM, LLC 3Y 7Y 0.03% Private Advisor Group, LLC 3Y 7Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0% PRIVATE TRUST CO NA 3Y 7Y 0.0% MRP Capital Investments, LLC 3Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About Chicago Partners Investment Group LLC and SPBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chicago Partners Investment Group LLC reported owning SPBC?

Chicago Partners Investment Group LLC reported SPBC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPBC position in Chicago Partners Investment Group LLC's portfolio?

The largest reported portfolio weight for SPBC was 0.03% in 2025 Q3.

What is the latest reported SPBC position on this page?

The most recent filing on this page is 2026 Q1, when Chicago Partners Investment Group LLC reported 29,176 shares, equal to 0.03% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SPBC ownership page compare?

The chart compares Chicago Partners Investment Group LLC's quarterly SPBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chicago Partners Investment Group LLC time their SPBC position?

Based on 13F filing dates vs. subsequent SPBC price moves, Chicago Partners Investment Group LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on SPBC relative to SPY over the holding period was -2.5%.

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