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 151 institutions that hold shares in the stock, with a total of 7.16 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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,800
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 176.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,194
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.84%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
1,086
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
870
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 68.87%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
423
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
356
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
325
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
302
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 76.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
250
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
249
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
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
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
76
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
75
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
73
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 461.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
37
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.04%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
25
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 97.68%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|