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Simplify Exchange Traded Funds Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC): ETF

ETF traded on XNAS under symbol SPBC. Quoted in usd.

Simplify US Equity PLUS Bitcoin Strategy ETF logo

Simplify US Equity PLUS Bitcoin Strategy ETF

+0.22%$47.75
XNAS:SPBCEquity
AUM $40.61M·YTD --·Yield --
Simplify US Equity PLUS Bitcoin Strategy ETF logoXNAS:SPBC$47.75+0.22%
About SPBC

SPBC adds Bitcoin exposure to a portfolio of US equities. The fund invests at least 80% of its assets in US equity securities, which include common stocks, preferred stocks, or futures on common or preferred stocks via ETFs and futures. SPBC does not hold physical Bitcoin or invest directly in Bitcoin, Bitcoin futures, or other cryptocurrencies. Instead, the fund aims to allocate 10% of its total assets to exchange-traded products (ETPs) that directly hold spot Bitcoin. The adviser selects Bitcoin ETPs that it believes to offer sufficient liquidity and relatively low expenses. The fund generally rebalances this allocation quarterly but may rebalance more frequently to ensure that Bitcoin exposure does not exceed 25% of its assets. Prior to November 1, 2024, the fund was named Simplify US Equity PLUS GBTC ETF.

Largest holdings

  1. IVV ISHARES CORE S+P 500 ETF80.36%
  2. S&P500 EMINI FUT DEC2610.59%
  3. HODL VANECK BITCOIN ETF8.54%
  4. Cash0.51%
Full holdings, sectors and countries
Dividend History
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Total Invested
$70,000
Final Portfolio
$109,875
Total Return
+$39,875
(+57.0%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$40.61M
NAV$47.77
Premium/Discount-0.03%
Expense Ratio0.53%
Market Cap$43.79M
Shares Outstanding875.00K
Inception DateMay 24, 2021
Fund Details
IssuerSimplify
Asset ClassEquity
Beta1.21
SectorFinancial Services
DomicileUS
52-Week Range
$40.29$51.50
Current: $47.75
Volume
Volume1.23K
Avg Volume6.08K
Vol/Avg0.20x

30d

2.79K

60d

4.74K

90d

4.38K

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