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 182 institutions that hold shares in the stock, with a total of 8.48 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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,274
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 93.52%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,194
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.84%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,100
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 38.89%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
1,086
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
796
shares
|
$0
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
650
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 25.29%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
650
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
356
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
250
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
249
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
238
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
221
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
202
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
143
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
132
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
102
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
87
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
85
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
75
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
74
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
73
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 461.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
66
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 450.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
37
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.04%
|