Institutional Ownership Shp ETF Tr Neos S&P 500 High I (SPYI)
This table provides information about the institutional ownership of Shp ETF Tr Neos S&P 500 High I (SPYI). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 6.47 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,928
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
19,666
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
19,217
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 52.26%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
18,937
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
16,299
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,047
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
15,965
shares
|
$0
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
15,038
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,392
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,054
shares
|
$0
0.06% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
14,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
13,892
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 82.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
13,880
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 242.72%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
13,859
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
13,639
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
13,445
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
12,775
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
12,766
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,145
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 82.69%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,044
shares
|
$0
0.05% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,806
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 157.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,601
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 33.07%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,700
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
10,473
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,431
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.64%
|