NAS:SPBC

Simplify US Equity PLUS GBTC ETF

$ 38.44 0.3247 ( +0.85%) 03:49 PM EST
PE Ratio:
17.36
PB Ratio:
2.5
Volume:
2.85K
Dividend Yield %:
0.97
Last Holding update 2024-08-20 2 Stocks (0 new)
Value $20.00 Mil Turnover 8 %
Top Holdings: IVV(89.63%)
Portfolio Report
Registrant: Simplify U.S. Equity PLUS GBTC ETF
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Key Statistics

Name Value
Day's Open ($) 38.3013
Day's Range ($) 38.3013 - 38.4631
Day's Volume 2,851
52-Week Range ($) 25.48 - 38.4631
Beta 1.19
Volatility 15.65
14-Day RSI 65.77
14-Day ATR ($) 0.431403
20-Day SMA ($) 37.000765

Fundamental Data

Name Value
Market Cap (Mil $) 34.599
Shares Outstanding (Mil) 0.9
PE Ratio 17.36
PE Ratio (10y Range) 17.36 - 20.6
PE Ratio (10y Median) 18.93
PB Ratio 2.5
PB Ratio (10y Range) 1.27 - 3.88
PB Ratio (10y Median) 3.38

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.373
Dividend Yield % 0.97
Dividend Yield % (10y Range) 0.38 - 8.83
Dividend Yield % (10y Median) 1.03
Next Dividend Payment Date
Dividend Frequency Quarterly

SPBC Simplify US Equity PLUS GBTC ETF Fundamental Charts

Historical TTM Price-to-Earnings for SPBC Simplify US Equity PLUS GBTC ETF

Historical TTM Price-to-Earnings without NRI for SPBC Simplify US Equity PLUS GBTC ETF

Historical Price-to-Book Ratio for SPBC Simplify US Equity PLUS GBTC ETF

Historical Dividend Yields for SPBC Simplify US Equity PLUS GBTC ETF

SPBC Simplify US Equity PLUS GBTC ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with NAS:SPBC

No Available Data

NAS:SPBC is held by these investors

No Available Data
Simplify U.S. Equity PLUS GBTC... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
33,507
18336.040
+7.36%
89.630
+6.14%
-
+14.77%
+25.31%
563822.801
 
DELISTED:GBTC 		Bitcoin Investment Trust
39,867
2122.520
+23.47%
10.370
+1.97%
2.330
-23.91%
+38.89%
16.920
Asset Management

Simplify U.S. Equity PLUS GBTC ETF's Historical Top Holdings Breakdowns

Simplify U.S. Equity PLUS GBTC ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+6.14%
●
497.53 ($525.83) 549.64
$598.43
13.81%
Add 7.36%
33,507
2,297
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+56.30%
●
469.56 ($500.36) 525.73
$598.43
19.60%
Add 172.53%
31,210
19,758
GBTC 		Grayscale Bitcoin Trust2024-03-31Sold Out
-10.52%
●
34.88 ($47.47) 65.58
$60.88
28.25%
Sold Out
0
-18,573
IVV 		iShares Core S&P 500 ETF2023-12-31Add
+25.20%
●
412.55 ($447.6) 479
$598.43
33.70%
Add 39.2%
11,452
3,225
GBTC 		Grayscale Bitcoin Trust2023-12-31Reduce
-1.70%
●
19.45 ($28.59) 36.91
$60.88
112.94%
Reduce -15.91%
18,573
-3,515
IVV 		iShares Core S&P 500 ETF2023-09-30Reduce
-45.58%
●
427.76 ($447.3) 460.18
$598.43
33.79%
Reduce -50.76%
8,227
-8,482
GBTC 		Grayscale Bitcoin Trust2023-09-30New Buy
+10.71%
●
17 ($19.18) 21.38
$60.88
217.41%
New holding
22,088
22,088
IVV 		iShares Core S&P 500 ETF2023-06-30Add
+20.18%
●
404.91 ($420.31) 445.71
$598.43
42.38%
Add 28.99%
16,709
3,755
IVV 		iShares Core S&P 500 ETF2023-03-31Reduce
-77.32%
●
379.54 ($399.43) 416.92
$598.43
49.82%
Reduce -87.16%
12,954
-87,914
IVV 		iShares Core S&P 500 ETF2022-12-31Reduce
-2.88%
●
356.44 ($384.6) 407.56
$598.43
55.60%
Reduce -3.21%
100,868
-3,350

Simplify U.S. Equity PLUS GBTC ETF Total Holding History ($B)

To

Simplify U.S. Equity PLUS GBTC ETF's Asset Allocation

To

Simplify U.S. Equity PLUS GBTC ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Simplify U.S. Equity PLUS GBTC ETF's Hypothetical Growth since 2024-06-30

Simplify U.S. Equity PLUS GBTC ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Simplify U.S. Equity PLUS GBTC ETF's Holdings Heat Map

Size field:

Simplify U.S. Equity PLUS GBTC ETF's Holdings Bubble Chart

Simplify U.S. Equity PLUS GBTC ETF News

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