Ownership history in SimpliFi, Inc. · 22 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in SPDR INDEX SHS FDS (QEFA). 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 | 243,597 | -5,289 | -2.1% | 9.34% | $22.1M | $90.67 |
| 2025 Q3 | REDUCED | 248,886 | -9,920 | -3.8% | 9.36% | $21.9M | $86.67 |
| 2025 Q2 | REDUCED | 258,806 | -1,090 | -0.4% | 9.73% | $22.1M | $84.14 |
| 2025 Q1 | REDUCED | 259,896 | -3,409 | -1.3% | 9.42% | $20.5M | $76.39 |
As of 2025 Q4 — sorted by position size