What does SPBC track?

SPBC is the Simplify US Equity PLUS Bitcoin Strategy ETF, a Other ETF.

What is the expense ratio of SPBC?

Expense ratio data for SPBC is shown on the page when available from our data provider.

What are the largest holdings in SPBC?

Top holdings include IVV, HODL, S&P500 EMINI FUT Sep26, Cash.

How can PortView analyze SPBC overlap with other ETFs?

PortView computes the holdings overlap between SPBC and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Simplify US Equity PLUS Bitcoin Strategy (SPBC) ETF Holdings & Analysis

ETFOther

$49.76+0.47%

1-year price historyRange $40.33 – $50.34

52-week range$49.76

$40.29$50.60

What SPBC does

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.

Fund profile

Top holdings

	Holding	Weight
	ISHARES CORE S+P 500 ETF	76.75%
	VANECK BITCOIN ETF	11.20%
	S&P500 EMINI FUT Sep26	11.14%
	Cash	0.91%

Sector allocation

Basic Materials	1.62%
Cash & Others	0.00%
Communication Services	9.91%
Consumer Cyclical	9.57%
Consumer Defensive	4.61%
Energy	3.36%
Financial Services	12.24%
Healthcare	9.10%
Industrials	8.16%
Real Estate	1.88%
Technology	37.40%

Geographic allocation

United States	87.95%
Other	12.05%

PortView Portfolio Insights

PortView analyzes how SPBC fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What does SPBC track?: SPBC is the Simplify US Equity PLUS Bitcoin Strategy ETF, a Other ETF.
What is the expense ratio of SPBC?: Expense ratio data for SPBC is shown on the page when available from our data provider.
What are the largest holdings in SPBC?: Top holdings include IVV, HODL, S&P500 EMINI FUT Sep26, Cash.
How can PortView analyze SPBC overlap with other ETFs?: PortView computes the holdings overlap between SPBC and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.