Ownership history in SimpliFi, Inc. · 33 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 20,955 | -18,048 | -46.3% | 6.04% | $14.3M | $681.92 |
| 2025 Q3 | REDUCED | 39,003 | -3,929 | -9.2% | 11.12% | $26.0M | $664.22 |
| 2025 Q2 | ADDED | 42,932 | +375 | +0.9% | 11.69% | $26.5M | $614.33 |
| 2025 Q1 | ADDED | 42,557 | +15,315 | +56.2% | 10.92% | $23.8M | $554.56 |
As of 2025 Q4 — sorted by position size