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Institutional Holders of SPYI

There is a long list of 131 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 LLC1,772,372$90,799 09/30/2024
     SPYI1,772,372$90,799 09/30/2024
LPL Financial LLC654,274$33,518 09/30/2024
     SPYI654,274$33,518 09/30/2024
Stifel Financial Corp433,365$22,201 09/30/2024
     SPYI433,365$22,201 09/30/2024
Brown Financial Advisors164,448$8,425 09/30/2024
     SPYI164,448$8,425 09/30/2024
International Assets Investment Management LLC156,793$7,959 12/31/2024
     SPYI156,793$7,959 12/31/2024
MML Investors Services LLC154,762$7,928 09/30/2024
     SPYI154,762$7,928 09/30/2024
Private Advisor Group LLC133,541$6,857 09/30/2024
     SPYI133,541$6,857 09/30/2024
Renaissance Technologies LLC133,100$6,819 09/30/2024
     SPYI133,100$6,819 09/30/2024
Cascade Wealth Advisors Inc122,391$6,270 09/30/2024
     SPYI122,391$6,270 09/30/2024
Orion Portfolio Solutions LLC89,534$4,587 09/30/2024
     SPYI89,534$4,587 09/30/2024
Unique Wealth LLC54,837$2,787 12/31/2024
     SPYI54,837$2,787 12/31/2024
Envestnet Asset Management Inc.54,036$2,768 09/30/2024
     SPYI54,036$2,768 09/30/2024
Cetera Investment Advisers52,403$2,685 09/30/2024
     SPYI52,403$2,685 09/30/2024
Ameriprise Financial Inc.51,486$2,638 09/30/2024
     SPYI51,486$2,638 09/30/2024
Commonwealth Equity Services LLC50,492$2,587 09/30/2024
     SPYI50,492$2,587 09/30/2024
Smith Moore & CO.49,749$2,549 09/30/2024
     SPYI49,749$2,549 09/30/2024
Gainplan LLC47,939$2,436 12/31/2024
     SPYI47,939$2,436 12/31/2024
UBS Group AG46,800$2,398 09/30/2024
     SPYI46,800$2,398 09/30/2024
Truist Financial Corp45,521$2,332 09/30/2024
     SPYI45,521$2,332 09/30/2024
Guardian Financial Partners LLC45,863$2,331 12/31/2024
     SPYI45,863$2,331 12/31/2024
Warren Averett Asset Management LLC44,985$2,305 09/30/2024
     SPYI44,985$2,305 09/30/2024
Royal Bank of Canada41,379$2,120 09/30/2024
     SPYI41,379$2,120 09/30/2024
Delta Investment Management LLC40,547$2,077 09/30/2024
     SPYI40,547$2,077 09/30/2024
Jane Street Group LLC39,591$2,028 09/30/2024
     SPYI39,591$2,028 09/30/2024
Aptus Capital Advisors LLC38,886$1,992 09/30/2024
     SPYI38,886$1,992 09/30/2024
Cascade Investment Group Inc.37,180$1,889 12/31/2024
     SPYI37,180$1,889 12/31/2024
Cambridge Investment Research Advisors Inc.34,952$1,791 09/30/2024
     SPYI34,952$1,791 09/30/2024
U.S. Capital Wealth Advisors LLC34,945$1,790 09/30/2024
     SPYI34,945$1,790 09/30/2024
Paladin Wealth LLC32,902$1,686 09/30/2024
     SPYI32,902$1,686 09/30/2024
Atria Wealth Solutions Inc.29,808$1,529 09/30/2024
     SPYI29,808$1,529 09/30/2024
High Net Worth Advisory Group LLC28,571$1,464 09/30/2024
     SPYI28,571$1,464 09/30/2024
Brown Lisle Cummings Inc.28,500$1,460 09/30/2024
     SPYI28,500$1,460 09/30/2024
Crescent Grove Advisors LLC28,485$1,459 09/30/2024
     SPYI28,485$1,459 09/30/2024
Sowell Financial Services LLC27,142$1,390 09/30/2024
     SPYI27,142$1,390 09/30/2024
Newbridge Financial Services Group Inc.27,122$1,389 09/30/2024
     SPYI27,122$1,389 09/30/2024
Stephens Inc. AR26,850$1,376 09/30/2024
     SPYI26,850$1,376 09/30/2024
Fortress Wealth Management Inc.26,292$1,347 09/30/2024
     SPYI26,292$1,347 09/30/2024
Rockefeller Capital Management L.P.23,309$1,194 09/30/2024
     SPYI23,309$1,194 09/30/2024
PFG Investments LLC21,686$1,111 09/30/2024
     SPYI21,686$1,111 09/30/2024
HighTower Advisors LLC21,382$1,099 09/30/2024
     SPYI21,382$1,099 09/30/2024
PDS Planning Inc20,316$1,041 09/30/2024
     SPYI20,316$1,041 09/30/2024
Mariner LLC19,928$1,021 09/30/2024
     SPYI19,928$1,021 09/30/2024
CAP Partners LLC18,941$970 09/30/2024
     SPYI18,941$970 09/30/2024
Claro Advisors LLC18,937$962 12/31/2024
     SPYI18,937$962 12/31/2024
Jupiter Wealth Management LLC16,299$835 09/30/2024
     SPYI16,299$835 09/30/2024
Cary Street Partners Investment Advisory LLC16,047$822 09/30/2024
     SPYI16,047$822 09/30/2024
Insigneo Advisory Services LLC15,965$818 09/30/2024
     SPYI15,965$818 09/30/2024
Willner & Heller LLC15,038$764 12/31/2024
     SPYI15,038$764 12/31/2024
Janney Montgomery Scott LLC14,392$731 12/31/2024
     SPYI14,392$731 12/31/2024
Arete Wealth Advisors LLC14,054$718 09/30/2024
     SPYI14,054$718 09/30/2024

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

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