NAS:SPBC

Simplify US Equity PLUS GBTC ETF

$ 42.09 0.1229 ( +0.29%) 11:49 AM EST
PE Ratio:
49.99
PB Ratio:
3.19
Volume:
1.19K
Dividend Yield %:
0.86
Last Holding update 2025-06-23 3 Stocks (2 new)
Value $29.00 Mil Turnover 10 %
Top Holdings: IVV(89.97%) HODL(9.84%)
Portfolio Report
Registrant: Simplify US Equity PLUS Bitcoin Strategy 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

Simplify US Equity PLUS GBTC ETF 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
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Simplify US Equity PLUS GBTC ETF Key Statistics

Name Value
Day's Open ($) 41.9
Day's Range ($) 41.9 - 42.09
Day's Volume 1,186
52-Week Range ($) 29.96 - 42.09
Beta 1.19
3-Year Sharpe Ratio 1.09
3-Year Sortino Ratio 1.98
Volatility 16.41
14-Day RSI 68.49
14-Day ATR ($) 0.399151
20-Day SMA ($) 40.818105

Fundamental Data

Name Value
Market Cap (Mil $) 76.765
Shares Outstanding (Mil) 1.82
PE Ratio 49.99
PE Ratio (10y Range) 17.36 - 68.09
PE Ratio (10y Median) 18.93
PB Ratio 3.19
PB Ratio (10y Range) 1.27 - 3.88
PB Ratio (10y Median) 2.84

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.36
Dividend Yield % 0.86
Dividend Yield % (10y Range) 0.38 - 8.83
Dividend Yield % (10y Median) 0.98
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

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 US Equity PLUS Bitcoi... Top Holdings of 2025-03-31 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
46,096
25,901.3
-68.73%
89.970
-0.26%
0.000
+19.69%
+7.49%
624,457.5
 
HODL
VanEck Bitcoin Trust Beneficial Interest
VanEck Bitcoin Trust Beneficial Interest
121,480
2,831.7
New Holding
9.840
+9.84%
0.220
+42.09%
+20.96%
1,763.7
 
DELISTED:GBTC
Bitcoin Investment Trust
57,079
57.1
New Holding
0.200
+0.20%
3.340
-23.91%
+38.89%
16.9
Asset Management
BTC
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
0
0
Sold Out
0.000
-10.72%
0.000
+42.06%
+19.53%
4,966.9
 

Simplify US Equity PLUS Bitcoin Strategy ETF's Historical Top Holdings Breakdowns

Simplify US Equity PLUS Bitcoin Strategy 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
BTC
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
2025-03-31
Sold Out
Sold Out
-10.72%
●
34.99 ($41.26) 47.08
$50.05
21.30%
Sold Out
0
-99,349
HODL
VanEck Bitcoin Trust Beneficial Interest
VanEck Bitcoin Trust Beneficial Interest
2025-03-31
New Buy
New Buy
+9.84%
●
22.4 ($26.34) 30.05
$31.97
21.37%
New holding
121,480
121,480
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.26%
●
554.06 ($590.51) 615.85
$628.86
6.49%
Reduce -68.73%
46,096
-101,320
BTC
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
2024-12-31
Reduce
Reduce
-3.14%
●
26.45 ($36.96) 47.3
$50.05
35.41%
Reduce -65.29%
99,349
-186,879
IVV
iShares Core S&P 500 ETF
2024-12-31
Add
Add
+0.25%
●
570.51 ($592.23) 610.83
$628.86
6.19%
Add 182.73%
147,416
95,276
IVV
iShares Core S&P 500 ETF
2024-09-30
Add
Add
+32.06%
●
520.18 ($556.01) 576.82
$628.86
13.10%
Add 55.61%
52,140
18,633
BTC
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
2024-09-30
New Buy
New Buy
+4.81%
●
23.75 ($46.87) 93.06
$50.05
6.78%
New holding
286,228
286,228
IVV
iShares Core S&P 500 ETF
2024-06-30
Add
Add
+6.14%
●
497.53 ($525.83) 549.64
$628.86
19.59%
Add 7.36%
33,507
2,297
IVV
iShares Core S&P 500 ETF
2024-03-31
Add
Add
+56.30%
●
469.56 ($500.36) 525.73
$628.86
25.68%
Add 172.53%
31,210
19,758
GBTC
Grayscale Bitcoin Trust
2024-03-31
Sold Out
Sold Out
-10.52%
●
34.88 ($47.47) 65.58
$88.88
87.23%
Sold Out
0
-18,573

Simplify US Equity PLUS Bitcoin Strategy ETF Total Holding History ($B)

To

Simplify US Equity PLUS Bitcoin Strategy ETF's Asset Allocation

To

Simplify US Equity PLUS Bitcoin Strategy ETF Past Portfolios

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

Top Ranked Articles

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Simplify US Equity PLUS Bitcoin Strategy ETF's Hypothetical Growth since 2025-03-31

Simplify US Equity PLUS Bitcoin Strategy ETF's Yearly Returns

Year Portfolio % % Excess Gain %

Simplify US Equity PLUS Bitcoin Strategy ETF's Holdings Heat Map

Size field:

Simplify US Equity PLUS Bitcoin Strategy ETF's Holdings Bubble Chart

Simplify US Equity PLUS Bitcoin Strategy ETF News

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