Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of SHP ETF TR NEOS S&P 500 HIGH I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.99K+ 47.47% |
N/A
|
27.9K
$0
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.4K+ 37.18% |
N/A
|
31K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.92K+ 41.19% |
N/A
|
27.1K
$0
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.72KNew |
N/A
|
7.72K
$0
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
7.65K+ 13.02% |
N/A
|
66.4K
$0
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.46KNew |
N/A
|
7.46K
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.19K+ 18.74% |
N/A
|
45.6K
$0
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
6.97KNew |
N/A
|
6.97K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.93KNew |
N/A
|
6.93K
$0
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.19K+ 111.84% |
N/A
|
11.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.02KNew |
N/A
|
6.02K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
6.02KNew |
N/A
|
6.02K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6K+ 50.78% |
N/A
|
17.8K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
5.84KNew |
N/A
|
5.84K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.41K+ 18.2% |
N/A
|
35.1K
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.34K+ 90.86% |
N/A
|
11.2K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.33KNew |
N/A
|
5.33K
$0
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.29K+ 52.47% |
N/A
|
15.4K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.26K+ 11.57% |
N/A
|
50.7K
$0
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.22K+ 10.07% |
N/A
|
57.1K
$0
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.11KNew |
N/A
|
5.11K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.99K+ 47.67% |
N/A
|
15.5K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.92K+ 40.84% |
N/A
|
17K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.87KNew |
N/A
|
4.87K
$0
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.77KNew |
N/A
|
4.77K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.76K+ 74.99% |
N/A
|
11.1K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$0
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.23KNew |
N/A
|
4.23K
$0
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$0
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4K+ 19.61% |
N/A
|
24.4K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.56K+ 7.77% |
N/A
|
49.4K
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.5K+ 4.32% |
N/A
|
84.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.15K+ 72.68% |
N/A
|
7.49K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
3.1K+ 24.27% |
N/A
|
15.9K
$0
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
3.06K+ 40.5% |
N/A
|
10.6K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3K+ 42.28% |
N/A
|
10.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 28.37% |
N/A
|
13.3K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.76K+ 92.13% |
N/A
|
5.76K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.75K+ 42.58% |
N/A
|
9.21K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.73K+ 33.48% |
N/A
|
10.9K
$0
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.7K+ 16.57% |
N/A
|
19K
$0
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 18.74% |
N/A
|
17K
$0
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.49K+ 30.07% |
N/A
|
10.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.48K+ 4.52% |
N/A
|
57.3K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.32K+ 16.1% |
N/A
|
16.7K
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$0
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 493.38% |
N/A
|
2.51K
$0
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.01K+ 168.17% |
N/A
|
3.2K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.98K+ 5.63% |
N/A
|
37.2K
$0
|