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Institutional Holders of SPYI

There is a long list of 66 institutional holders of SPYI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SPYI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPYI table below, the initial column indicates the name of each top institutional holder of SPYI, with a link to that fund's top holdings. The next columns indicate the amount of SPYI stock held by each of the institutional holders of SPYI, followed by the SPYI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Gradient Investments LLC298,998$15,058 03/31/2024
     SPYI298,998$15,058 03/31/2024
Stifel Financial Corp167,593$8,078 12/31/2023
     SPYI167,593$8,078 12/31/2023
Renaissance Technologies LLC137,800$6,642 12/31/2023
     SPYI137,800$6,642 12/31/2023
LPL Financial LLC122,656$5,912 12/31/2023
     SPYI122,656$5,912 12/31/2023
Jane Street Group LLC112,943$5,444 12/31/2023
     SPYI112,943$5,444 12/31/2023
Unique Wealth LLC101,866$5,130 03/31/2024
     SPYI101,866$5,130 03/31/2024
Cascade Wealth Advisors Inc67,483$3,337 03/31/2024
     SPYI67,483$3,337 03/31/2024
Camarda Financial Advisors LLC60,470$2,915 12/31/2023
     SPYI60,470$2,915 12/31/2023
International Assets Investment Management LLC46,110$2,319 03/31/2024
     SPYI46,110$2,319 03/31/2024
Guardian Financial Partners LLC35,806$1,803 03/31/2024
     SPYI35,806$1,803 03/31/2024
Delta Investment Management LLC33,602$1,620 12/31/2023
     SPYI33,602$1,620 12/31/2023
Derbend Asset Management26,775$1,348 03/31/2024
     SPYI26,775$1,348 03/31/2024
Compass Ion Advisors LLC26,323$1,326 03/31/2024
     SPYI26,323$1,326 03/31/2024
Triumph Capital Management24,444$1,230 03/31/2024
     SPYI24,444$1,230 03/31/2024
Fortress Wealth Management Inc.21,909$1,103 03/31/2024
     SPYI21,909$1,103 03/31/2024
HighTower Advisors LLC22,157$1,067 12/31/2023
     SPYI22,157$1,067 12/31/2023
Crescent Grove Advisors LLC19,305$972 03/31/2024
     SPYI19,305$972 03/31/2024
GTS Securities LLC17,767$856 12/31/2023
     SPYI17,767$856 12/31/2023
Claro Advisors LLC15,106$761 03/31/2024
     SPYI15,106$761 03/31/2024
Willner & Heller LLC15,795$761 12/31/2023
     SPYI15,795$761 12/31/2023
Gainplan LLC14,766$744 03/31/2024
     SPYI14,766$744 03/31/2024
Susquehanna International Group LLP15,185$732 12/31/2023
     SPYI15,185$732 12/31/2023
Cambridge Investment Research Advisors Inc.14,491$730 03/31/2024
     SPYI14,491$730 03/31/2024
JPMorgan Chase & Co.12,050$581 12/31/2023
     SPYI12,050$581 12/31/2023
Moloney Securities Asset Management LLC11,178$563 03/31/2024
     SPYI11,178$563 03/31/2024
Private Advisor Group LLC10,716$540 03/31/2024
     SPYI10,716$540 03/31/2024
HBW Advisory Services LLC10,830$522 03/31/2024
     SPYI10,830$522 03/31/2024
Commonwealth Equity Services LLC9,852$496 03/31/2024
     SPYI9,852$496 03/31/2024
Ameriprise Financial Inc.10,161$490 12/31/2023
     SPYI10,161$490 12/31/2023
CAP Partners LLC9,108$459 03/31/2024
     SPYI9,108$459 03/31/2024
High Net Worth Advisory Group LLC8,797$443 03/31/2024
     SPYI8,797$443 03/31/2024
SILVER OAK SECURITIES Inc8,323$401 12/31/2023
     SPYI8,323$401 12/31/2023
Atria Wealth Solutions Inc.7,096$342 12/31/2023
     SPYI7,096$342 12/31/2023
Arete Wealth Advisors LLC7,051$340 12/31/2023
     SPYI7,051$340 12/31/2023
IHT Wealth Management LLC6,801$328 12/31/2023
     SPYI6,801$328 12/31/2023
Traynor Capital Management Inc.6,450$325 03/31/2024
     SPYI6,450$325 03/31/2024
RFG Advisory LLC6,343$319 03/31/2024
     SPYI6,343$319 03/31/2024
U.S. Capital Wealth Advisors LLC5,850$282 12/31/2023
     SPYI5,850$282 12/31/2023
Truist Financial Corp5,415$261 12/31/2023
     SPYI5,415$261 12/31/2023
Ameritas Advisory Services LLC5,179$257 12/31/2023
     SPYI5,179$257 12/31/2023
Integrated Advisors Network LLC5,000$241 12/31/2023
     SPYI5,000$241 12/31/2023
Axxcess Wealth Management LLC4,773$230 12/31/2023
     SPYI4,773$230 12/31/2023
Atomi Financial Group Inc.4,670$225 12/31/2023
     SPYI4,670$225 12/31/2023
National Asset Management Inc.4,454$215 12/31/2023
     SPYI4,454$215 12/31/2023
UBS Group AG4,249$205 12/31/2023
     SPYI4,249$205 12/31/2023
GWM Advisors LLC2,770$134 12/31/2023
     SPYI2,770$134 12/31/2023
Castleview Partners LLC2,525$122 12/31/2023
     SPYI2,525$122 12/31/2023
CWM LLC2,174$109 03/31/2024
     SPYI2,174$109 03/31/2024
Householder Group Estate & Retirement Specialist LLC1,888$91 12/31/2023
     SPYI1,888$91 12/31/2023
Capital Investment Advisory Services LLC1,570$79 03/31/2024
     SPYI1,570$79 03/31/2024

See All: Funds Holding SPYI
See Details: Top 10 Hedge Funds Holding SPYI
Also See: SPYI Holdings Changes

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