— Know what they know.
Not Investment Advice

SPD

Simplify US Equity PLUS Downside Convexity ETF
1W: -1.8% 1M: -5.5% 3M: -5.0% YTD: -6.6% 1Y: +17.0% 3Y: +55.7% 5Y: +38.2%
$36.67
-0.34 (-0.93%)
After Hours: $41.50 (+4.83, +13.17%)
ETF AMEX · AUM $101.7M
ETF-Level Metrics
AUM$102M
Holdings1
Top 10 Wt98.7%
Beta0.92
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 1 98.7%
Other 14 1.3%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 15 of 15 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ISHARES CORE S+P 500 ETF IVV 98.65% $101.5M 153,503 $664.7B Financial Services
2 SPXW US 04/17/26 P6200 Index Private 0.87% $894,360 174
3 Cash Cash 0.32% $325,568 325,568
4 SPXW US 04/17/26 P6000 Index Private 0.31% $314,615 101
5 SPXW US 04/17/26 P5900 Index Private 0.06% $59,160 24
6 SPXW US 06/18/26 C7300 Index Private 0.05% $46,460 23
7 SPXW US 04/17/26 C7275 Index Private 0.00% $2,990 46
8 SPXW US 03/20/26 P5800 Index Private 0.00% $2,930 293
9 SPXW US 04/17/26 C7200 Index Private 0.00% $2,350 20
10 SPXW US 03/20/26 C7275 Index Private 0.00% $790 79
11 SPXW US 04/17/26 C7380 Index Private 0.00% $760 19
12 SPXW US 03/31/26 C7350 Index Private 0.00% $675 54
13 SPXW US 03/20/26 C7360 Index Private 0.00% $530 53
14 SPXW US 03/20/26 P5500 Index Private -0.00% $-1,465 -293
15 SPXW US 04/17/26 P5600 Index Private -0.26% $-266,310 -198

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms