SPD β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Sollinda Capital Management LLC  Β·  7 quarters on record

AI Ownership Summary

Sollinda Capital Management LLC reported SIMPLIFY EXCHANGE TRADED FUN (SPD) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 5.49% in 2024 Q4. The latest visible filing shows SPD at 0.14% 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 SPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sollinda Capital Management 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
2025 Q4

SPD was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.49% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

How Sollinda Capital Management LLC held SPD β€” position size vs. price
% of Fund (quarterly)    SPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 14,197 β€” 0% 0.14% $557K 2026-02-14 (Est.) $38.55
2025 Q3 REDUCED 14,197 -8,066 -36.2% 0.15% $561K 2025-11-04 $39.50
2025 Q2 UNCHANGED 22,263 β€” 0% 0.22% $846K 2025-08-07 $37.45
2025 Q1 REDUCED 22,263 -576,781 -96.3% 0.19% $689K 2025-04-25 $34.12
2024 Q4 ADDED 599,044 +109,587 +22.4% 5.49% $20.0M 2025-02-07 $33.62
2024 Q2 ADDED 489,457 +103,542 +26.8% 4.82% $15.8M 2024-07-31 $32.08
2024 Q1 INITIATED 385,915 β€” β€” 3.75% $12.0M 2024-04-22 $29.30

FAQ About Sollinda Capital Management LLC and SPD

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

How long has Sollinda Capital Management LLC reported owning SPD?

Sollinda Capital Management LLC reported SPD across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SPD position in Sollinda Capital Management LLC's portfolio?

The largest reported portfolio weight for SPD was 5.49% in 2024 Q4.

What is the latest reported SPD position on this page?

The most recent filing on this page is 2025 Q4, when Sollinda Capital Management LLC reported 14,197 shares, equal to 0.14% of portfolio, with an estimated market value of $557K.

What does the chart on this SPD ownership page compare?

The chart compares Sollinda Capital Management LLC's quarterly SPD 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.

← Back to Sollinda Capital Management LLC Holdings