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Institutional Holders of SPYX

There is a long list of 192 institutional holders of SPYX 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 SPYX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPYX table below, the initial column indicates the name of each top institutional holder of SPYX, with a link to that fund's top holdings. The next columns indicate the amount of SPYX stock held by each of the institutional holders of SPYX, followed by the SPYX 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
Windmill Hill Asset Management Ltd4,861,498$208,072 03/31/2024
     SPYX4,861,498$208,072 03/31/2024
Choate Investment Advisors2,771,800$107,574 12/31/2023
     SPYX2,771,800$107,574 12/31/2023
Betterment LLC2,080,760$80,754 12/31/2023
     SPYX2,080,760$80,754 12/31/2023
Bank of New York Mellon Corp1,662,523$71,156 03/31/2024
     SPYX1,662,523$71,156 03/31/2024
LPL Financial LLC602,295$23,375 12/31/2023
     SPYX602,295$23,375 12/31/2023
The PNC Financial Services Group Inc.461,117$17,896 12/31/2023
     SPYX461,117$17,896 12/31/2023
Partners Capital Investment Group LLP440,142$17,082 12/31/2023
     SPYX440,142$17,082 12/31/2023
Sensible Financial Planning & Management LLC.424,007$16,456 12/31/2023
     SPYX424,007$16,456 12/31/2023
Rathbone Brothers plc418,971$16,260 12/31/2023
     SPYX418,971$16,260 12/31/2023
Gemmer Asset Management LLC318,522$13,633 03/31/2024
     SPYX318,522$13,633 03/31/2024
Pathstone Holdings LLC339,240$13,166 12/31/2023
     SPYX339,240$13,166 12/31/2023
Bank of America Corp DE331,233$12,855 12/31/2023
     SPYX331,233$12,855 12/31/2023
Rockefeller Capital Management L.P.324,853$12,608 12/31/2023
     SPYX324,853$12,608 12/31/2023
Morgan Stanley305,421$11,853 12/31/2023
     SPYX305,421$11,853 12/31/2023
Retirement Income Solutions Inc294,277$11,421 12/31/2023
     SPYX294,277$11,421 12/31/2023
Spinnaker Trust269,387$10,455 12/31/2023
     SPYX269,387$10,455 12/31/2023
Ameriprise Financial Inc.219,911$8,553 12/31/2023
     SPYX219,911$8,553 12/31/2023
Sei Investments Co.209,084$8,115 12/31/2023
     SPYX209,084$8,115 12/31/2023
Lake Street Advisors Group LLC194,893$7,564 12/31/2023
     SPYX194,893$7,564 12/31/2023
Gould Asset Management LLC CA189,219$7,344 12/31/2023
     SPYX189,219$7,344 12/31/2023
Royal Bank of Canada185,725$7,208 12/31/2023
     SPYX185,725$7,208 12/31/2023
Goldman Sachs Group Inc.176,734$6,859 12/31/2023
     SPYX176,734$6,859 12/31/2023
Cerity Partners LLC156,214$6,063 12/31/2023
     SPYX156,214$6,063 12/31/2023
Mariner LLC150,647$5,847 12/31/2023
     SPYX150,647$5,847 12/31/2023
Cambridge Investment Research Advisors Inc.123,085$5,268 03/31/2024
     SPYX123,085$5,268 03/31/2024
Institute for Wealth Management LLC.116,446$4,519 12/31/2023
     SPYX116,446$4,519 12/31/2023
Foster Dykema Cabot & Partners LLC115,770$4,493 12/31/2023
     SPYX115,770$4,493 12/31/2023
Commonwealth Equity Services LLC106,517$4,134 12/31/2023
     SPYX106,517$4,134 12/31/2023
UBS Group AG95,076$3,690 12/31/2023
     SPYX95,076$3,690 12/31/2023
Harbour Investments Inc.91,931$3,568 12/31/2023
     SPYX91,931$3,568 12/31/2023
Stonehearth Capital Management LLC81,768$3,500 03/31/2024
     SPYX81,768$3,500 03/31/2024
JPMorgan Chase & Co.86,594$3,361 12/31/2023
     SPYX86,594$3,361 12/31/2023
Envestnet Asset Management Inc.80,492$3,124 12/31/2023
     SPYX80,492$3,124 12/31/2023
Fortis Capital Management LLC75,591$2,934 12/31/2023
     SPYX75,591$2,934 12/31/2023
Milestone Investment Advisors LLC74,866$2,906 12/31/2023
     SPYX74,866$2,906 12/31/2023
Glenmede Trust Co. NA72,894$2,829 12/31/2023
     SPYX72,894$2,829 12/31/2023
Putnam FL Investment Management Co.70,417$2,733 12/31/2023
     SPYX70,417$2,733 12/31/2023
JFG Wealth Management LLC66,572$2,584 12/31/2023
     SPYX66,572$2,584 12/31/2023
Wells Fargo & Company MN63,037$2,446 12/31/2023
     SPYX63,037$2,446 12/31/2023
Creative Planning58,116$2,255 12/31/2023
     SPYX58,116$2,255 12/31/2023
Truist Financial Corp52,754$2,047 12/31/2023
     SPYX52,754$2,047 12/31/2023
PFG Advisors50,652$1,966 12/31/2023
     SPYX50,652$1,966 12/31/2023
Baird Financial Group Inc.50,472$1,959 12/31/2023
     SPYX50,472$1,959 12/31/2023
Modera Wealth Management LLC49,389$1,917 12/31/2023
     SPYX49,389$1,917 12/31/2023
MML Investors Services LLC49,097$1,905 12/31/2023
     SPYX49,097$1,905 12/31/2023
Boyd Wealth Management LLC41,721$1,786 03/31/2024
     SPYX41,721$1,786 03/31/2024
Oxler Private Wealth LLC39,566$1,693 03/31/2024
     SPYX39,566$1,693 03/31/2024
Advisor Group Holdings Inc.40,870$1,586 12/31/2023
     SPYX40,870$1,586 12/31/2023
AGF Management Ltd.40,135$1,558 12/31/2023
     SPYX40,135$1,558 12/31/2023
Marino Stram & Associates LLC34,724$1,486 03/31/2024
     SPYX34,724$1,486 03/31/2024

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

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