Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
241KNew |
N/A
|
241K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
113K+ 1996.2% |
N/A
|
118K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
103KNew |
N/A
|
103K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
75.6K+ 73.29% |
N/A
|
179K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
70.5KNew |
N/A
|
70.5K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
39.5KNew |
N/A
|
39.5K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
32.3K+ 1.84% |
N/A
|
1.79M
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
19.5K+ 82.25% |
N/A
|
43.2K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16K+ 124.93% |
N/A
|
28.8K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.6K+ 144.33% |
N/A
|
23.1K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12.7K+ 268.19% |
N/A
|
17.4K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
11K+ 13.49% |
N/A
|
92.5K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.46K+ 17.52% |
N/A
|
56.8K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.43K+ 214.27% |
N/A
|
12.4K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.39K+ 7.24% |
N/A
|
109K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.56K+ 13.15% |
N/A
|
39.2K
$0
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.36KNew |
N/A
|
4.36K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.31KNew |
N/A
|
4.31K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.14K+ 5.76% |
N/A
|
76.1K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.53K+ 20.97% |
N/A
|
14.6K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.24K+ 12.79% |
N/A
|
19.8K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.1K+ 33.01% |
N/A
|
8.47K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.28K+ 14.59% |
N/A
|
10K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 26.53% |
N/A
|
5.88K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.22K+ 13.13% |
N/A
|
10.5K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
997+ 519.27% |
N/A
|
1.19K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
835+ 4.38% |
N/A
|
19.9K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
433+ 10.98% |
N/A
|
4.38K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
280+ 3.02% |
N/A
|
9.54K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
225New |
N/A
|
225
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
135+ 3.1% |
N/A
|
4.49K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
134+ 53.82% |
N/A
|
383
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
123+ 47.31% |
N/A
|
383
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1K- 16.26% |
N/A
|
5.15K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.76K- 15.82% |
N/A
|
14.7K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.2K- 2.8% |
N/A
|
111K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-5.65K- 9.09% |
N/A
|
56.5K
$0
|
|