SPD · Insider trading · 13F holders · Congress trades
Simplify Exchange Traded Fun (SPD)
Who is buying and selling SPD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SPD at a glance
- No open-market insider purchases or sales of SPD were filed in the last 90 days.
- 9 13F filers hold SPD among their 50 largest positions, worth $29.3M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (5.2%), Authentikos Wealth Advisory, LLC (4.8%) and Evolution Wealth Management Inc. (3.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SPD.
SPD insider trading
No open-market insider purchases or sales of SPD were filed in the last 90 days.
Who owns SPD? Hedge funds and superinvestors
9 13F filers hold SPD among their 50 largest positions, worth $29.3M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (5.2%), Authentikos Wealth Advisory, LLC (4.8%) and Evolution Wealth Management Inc. (3.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLCWealth manager | 4.8% | $7.5M | 180,995 | -8.7% shares | Q2 2026 |
| Independent Wealth Advisors LLCWealth manager | 5.2% | $6.2M | 150,233 | +0.4% shares | Q3 2026 |
| Evolution Wealth Management Inc.Wealth manager | 3.3% | $5.7M | 137,684 | +1.5% shares | Q3 2026 |
| Ironsides Asset Advisors, LLCWealth manager | 1.1% | $4.7M | 114,054 | -1.4% shares | Q3 2026 |
| Austin Wealth Management, LLCWealth manager | 0.5% | $2.2M | 52,668 | +9.4% shares | Q2 2026 |
| Lloyd Advisory Services, LLC.Wealth manager | 0.7% | $1.7M | 40,732 | — | Q2 2026 |
| Howard Bailey Securities, LLCWealth manager | 0.3% | $674K | 16,227 | -4.9% shares | Q3 2026 |
| McCartney Wealth Management LLCWealth manager | 0.3% | $450K | 10,858 | +0.0% shares | Q2 2026 |
| Montgomery Financial Services LLCWealth manager | 0.1% | $101K | 2,435 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 5). Screen SPD in the grand portfolio →
SPD stock trades by members of Congress
No member of Congress has disclosed a trade in SPD.
SPD questions and answers
Are insiders buying SPD stock?
No open-market insider purchases or sales of SPD were filed in the last 90 days.
Which hedge funds own SPD?
9 13F filers hold SPD among their 50 largest positions, worth $29.3M combined. The biggest bets by portfolio weight are Independent Wealth Advisors LLC (5.2%), Authentikos Wealth Advisory, LLC (4.8%) and Evolution Wealth Management Inc. (3.3%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded SPD?
No member of Congress has disclosed a trade in SPD.
Who is the largest holder of SPD?
Among 13F filers, Authentikos Wealth Advisory, LLC reports the largest SPD position, $7.5M (180,995 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Independent Wealth Advisors LLC's: 5.2% of its portfolio.
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