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 208 institutions that hold shares in the stock, with a total of 9.42 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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,524
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,274
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 93.52%
|
|
|
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 |
May 12, 2025 Q1 2025 |
1,086
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,062
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
858
shares
|
$0
0.04% 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
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
650
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
376
shares
|
$0
0.0% of portfolio
|
Q1 2025
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
302
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15000.0%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
300
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
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 |
Jul 14, 2025 Q2 2025 |
249
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
221
shares
|
$0
0.0% of portfolio
|
Q3 2024
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
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
102
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2025
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%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
100
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
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
81
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
75
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|