Independence Wealth Advisors, LLC Shp ETF Tr Neos S&P 500 High I Transaction History

Independence Wealth Advisors, LLC

$178 Billion
Q4 2025

A detailed history of Independence Wealth Advisors, LLC transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Independence Wealth Advisors, LLC holds 102,789 shares of SPYI stock, worth $0. This represents 3.04% of its overall portfolio holdings.

Number of Shares

102,789

Holding current value

% of portfolio

3.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 08, 2026	BUY	N/A	102,789 New	102,789 $5.4 Billion

Others Institutions Holding SPYI

# of Institutions

312

Shares Held

17.4M

Call Options Held

165K

Put Options Held

165K

Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$0
0.0% of portfolio
Gradient Investments LLC

1.79M
Shares

$0
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

612K
Shares

$0
0.0% of portfolio
Ubs Group Ag

593K
Shares

$0
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

575K
Shares

$0
0.0% of portfolio

View Full List

About SHP ETF TR NEOS S&P 500 HIGH I

Ticker SPYI

More about SPYI

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Independence Wealth Advisors, LLC Shp ETF Tr Neos S&P 500 High I Transaction History