HoldingsChannel.com
Funds Holding SPYX

On this page, we present all of the funds holding SPYX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPYX, with a link to that fund's top holdings. The next columns indicate the amount of SPYX stock held by each of the funds holding SPYX, followed by the SPYX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 188 funds holding SPYX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Choate Investment Advisors. For more details on the positions held by Choate Investment Advisors (or by any of the other funds holding SPYX), click the fund name in the "Holder" column of the funds-holding-SPYX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Choate Investment Advisors2,771,800$107,574 12/31/2023
     SPYX2,771,800$107,574 12/31/2023
Windmill Hill Asset Management Ltd2,499,796$97,017 12/31/2023
     SPYX2,499,796$97,017 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 Corp1,723,730$66,898 12/31/2023
     SPYX1,723,730$66,898 12/31/2023
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
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
Gemmer Asset Management LLC252,237$9,789 12/31/2023
     SPYX252,237$9,789 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.123,480$4,792 12/31/2023
     SPYX123,480$4,792 12/31/2023
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
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
Oxler Private Wealth LLC39,481$1,532 12/31/2023
     SPYX39,481$1,532 12/31/2023
HighTower Advisors LLC36,190$1,406 12/31/2023
     SPYX36,190$1,406 12/31/2023
Marino Stram & Associates LLC35,471$1,377 12/31/2023
     SPYX35,471$1,377 12/31/2023
Boyd Wealth Management LLC34,982$1,358 12/31/2023
     SPYX34,982$1,358 12/31/2023
Bradley Foster & Sargent Inc. CT31,432$1,220 12/31/2023
     SPYX31,432$1,220 12/31/2023
Kingsview Wealth Management LLC29,920$1,161 12/31/2023
     SPYX29,920$1,161 12/31/2023
United Capital Financial Advisers LLC27,310$1,060 12/31/2023
     SPYX27,310$1,060 12/31/2023
Clear Harbor Asset Management LLC26,508$1,029 12/31/2023
     SPYX26,508$1,029 12/31/2023
Alesco Advisors LLC24,895$966 12/31/2023
     SPYX24,895$966 12/31/2023
Sentinel Trust Co. LBA23,923$928 12/31/2023
     SPYX23,923$928 12/31/2023
Bailard Inc.23,265$903 12/31/2023
     SPYX23,265$903 12/31/2023
Affinity Capital Advisors LLC20,896$894 03/31/2024
     SPYX20,896$894 03/31/2024
Hanson & Doremus Investment Management23,015$893 12/31/2023
     SPYX23,015$893 12/31/2023
Tidemark LLC22,709$881 12/31/2023
     SPYX22,709$881 12/31/2023
Bridgewater Advisors Inc.22,254$864 12/31/2023
     SPYX22,254$864 12/31/2023
Raymond James Financial Services Advisors Inc.22,233$863 12/31/2023
     SPYX22,233$863 12/31/2023
Capital City Trust Co. FL22,116$858 12/31/2023
     SPYX22,116$858 12/31/2023
WESCAP Management Group Inc.21,332$828 12/31/2023
     SPYX21,332$828 12/31/2023
First National Corp MA ADV19,244$824 03/31/2024
     SPYX19,244$824 03/31/2024
Moneta Group Investment Advisors LLC21,173$822 12/31/2023
     SPYX21,173$822 12/31/2023
Bell Investment Advisors Inc20,510$796 12/31/2023
     SPYX20,510$796 12/31/2023
Wealthfront Advisers LLC18,112$775 03/31/2024
     SPYX18,112$775 03/31/2024
Cresset Asset Management LLC18,481$717 12/31/2023
     SPYX18,481$717 12/31/2023
Bragg Financial Advisors Inc18,352$712 12/31/2023
     SPYX18,352$712 12/31/2023
Evergreen Capital Management LLC18,105$703 12/31/2023
     SPYX18,105$703 12/31/2023
Wealth Enhancement Advisory Services LLC15,826$677 03/31/2024
     SPYX15,826$677 03/31/2024
Resources Investment Advisors LLC.17,120$664 12/31/2023
     SPYX17,120$664 12/31/2023
Focus Financial Network Inc. ADV16,352$635 12/31/2023
     SPYX16,352$635 12/31/2023
Ameritas Investment Partners Inc.16,341$634 12/31/2023
     SPYX16,341$634 12/31/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.16,175$628 12/31/2023
     SPYX16,175$628 12/31/2023
Farrow Financial Inc.16,100$625 12/31/2023
     SPYX16,100$625 12/31/2023
PFG Investments LLC14,906$579 12/31/2023
     SPYX14,906$579 12/31/2023
Operose Advisors LLC14,891$578 12/31/2023
     SPYX14,891$578 12/31/2023
Axxcess Wealth Management LLC14,823$575 12/31/2023
     SPYX14,823$575 12/31/2023
West Coast Financial LLC12,773$547 03/31/2024
     SPYX12,773$547 03/31/2024
Constant Guidance Financial LLC13,845$537 12/31/2023
     SPYX13,845$537 12/31/2023
Mercer Global Advisors Inc. ADV13,415$521 12/31/2023
     SPYX13,415$521 12/31/2023
Western Wealth Management LLC13,288$516 12/31/2023
     SPYX13,288$516 12/31/2023
CWM LLC10,898$466 03/31/2024
     SPYX10,898$466 03/31/2024
Stifel Financial Corp11,835$459 12/31/2023
     SPYX11,835$459 12/31/2023
Trust Co. of Vermont11,550$448 12/31/2023
     SPYX11,550$448 12/31/2023
Matrix Asset Advisors Inc. NY10,372$444 03/31/2024
     SPYX10,372$444 03/31/2024
Addison Advisors LLC11,325$440 12/31/2023
     SPYX11,325$440 12/31/2023
Raymond James & Associates11,311$439 12/31/2023
     SPYX11,311$439 12/31/2023
Cetera Advisor Networks LLC11,154$433 12/31/2023
     SPYX11,154$433 12/31/2023
Values Added Financial LLC10,878$422 12/31/2023
     SPYX10,878$422 12/31/2023
Fiduciary Trust Co.10,726$416 12/31/2023
     SPYX10,726$416 12/31/2023
Ironwood Financial llc9,660$413 03/31/2024
     SPYX9,660$413 03/31/2024
Thrivent Financial for Lutherans10,283$399 12/31/2023
     SPYX10,283$399 12/31/2023
Commerce Bank10,290$399 12/31/2023
     SPYX10,290$399 12/31/2023
Citadel Advisors LLC10,008$388 12/31/2023
     SPYX10,008$388 12/31/2023
Comerica Bank9,939$386 12/31/2023
     SPYX9,939$386 12/31/2023
Burns J W & Co. Inc. NY8,500$364 03/31/2024
     SPYX8,500$364 03/31/2024
Fiduciary Group LLC9,385$364 12/31/2023
     SPYX9,385$364 12/31/2023
Diversified Trust Co7,932$339 03/31/2024
     SPYX7,932$339 03/31/2024
Ally Invest Advisors Inc.8,709$338 12/31/2023
     SPYX8,709$338 12/31/2023
Anderson Fisher LLC8,700$338 12/31/2023
     SPYX8,700$338 12/31/2023
First Pacific Financial8,425$327 12/31/2023
     SPYX8,425$327 12/31/2023
CBIZ Investment Advisory Services LLC8,334$323 12/31/2023
     SPYX8,334$323 12/31/2023
Private Advisor Group LLC8,292$322 12/31/2023
     SPYX8,292$322 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC8,284$322 12/31/2023
     SPYX8,284$322 12/31/2023
CIBC World Markets Inc.8,166$317 12/31/2023
     SPYX8,166$317 12/31/2023
Rollins Financial8,055$313 12/31/2023
     SPYX8,055$313 12/31/2023
Rollins Financial Advisors LLC8,055$313 12/31/2023
     SPYX8,055$313 12/31/2023
N.E.W. Advisory Services LLC7,851$305 12/31/2023
     SPYX7,851$305 12/31/2023
OLD Mission Capital LLC7,700$299 12/31/2023
     SPYX7,700$299 12/31/2023
Horst & Graben Wealth Management LLC7,458$289 12/31/2023
     SPYX7,458$289 12/31/2023
Prio Wealth Limited Partnership7,365$286 12/31/2023
     SPYX7,365$286 12/31/2023
Prospera Financial Services Inc7,296$283 12/31/2023
     SPYX7,296$283 12/31/2023
Walled Lake Planning & Wealth Management LLC7,191$279 12/31/2023
     SPYX7,191$279 12/31/2023
FMR LLC7,107$276 12/31/2023
     SPYX7,107$276 12/31/2023
Wealthcare Advisory Partners LLC6,354$272 03/31/2024
     SPYX6,354$272 03/31/2024
National Bank of Canada FI6,985$270 12/31/2023
     SPYX6,985$270 12/31/2023
EP Wealth Advisors LLC6,732$261 12/31/2023
     SPYX6,732$261 12/31/2023
Schmidt P J Investment Management Inc.6,525$260 12/31/2023
     SPYX6,525$260 12/31/2023
Johnson Financial Group Inc.6,464$251 12/31/2023
     SPYX6,464$251 12/31/2023
Atria Wealth Solutions Inc.6,346$246 12/31/2023
     SPYX6,346$246 12/31/2023
Pacific Center for Financial Services6,268$243 12/31/2023
     SPYX6,268$243 12/31/2023
Evanson Asset Management LLC5,648$242 03/31/2024
     SPYX5,648$242 03/31/2024
Kestra Advisory Services LLC6,245$242 12/31/2023
     SPYX6,245$242 12/31/2023
Sawtooth Solutions LLC6,221$241 12/31/2023
     SPYX6,221$241 12/31/2023
Bleakley Financial Group LLC6,221$241 12/31/2023
     SPYX6,221$241 12/31/2023
WBH Advisory Inc.5,454$233 03/31/2024
     SPYX5,454$233 03/31/2024
Colton Groome Financial Advisors LLC5,440$233 03/31/2024
     SPYX5,440$233 03/31/2024
GSA Capital Partners LLP5,852$227 12/31/2023
     SPYX5,852$227 12/31/2023
Highview Capital Management LLC DE 5,802$225 12/31/2023
     SPYX5,802$225 12/31/2023
Northern Financial Advisors Inc5,701$221 12/31/2023
     SPYX5,701$221 12/31/2023
Tortoise Investment Management LLC5,595$217 12/31/2023
     SPYX5,595$217 12/31/2023
Hoxton Planning & Management LLC5,034$215 03/31/2024
     SPYX5,034$215 03/31/2024
Sandy Spring Bank5,508$214 12/31/2023
     SPYX5,508$214 12/31/2023
Wolf Group Capital Advisors5,888$213 12/31/2023
     SPYX5,888$213 12/31/2023
Alpha Omega Wealth Management LLC4,950$212 03/31/2024
     SPYX4,950$212 03/31/2024
GWM Advisors LLC5,470$212 12/31/2023
     SPYX5,470$212 12/31/2023
Morris Retirement Advisors LLC5,449$211 12/31/2023
     SPYX5,449$211 12/31/2023
Brown Advisory Inc.5,412$210 12/31/2023
     SPYX5,412$210 12/31/2023
Ballentine Partners LLC4,734$203 03/31/2024
     SPYX4,734$203 03/31/2024
IHT Wealth Management LLC5,155$200 12/31/2023
     SPYX5,155$200 12/31/2023
Townsend Asset Management Corp NC ADV4,942$192 12/31/2023
     SPYX4,942$192 12/31/2023
Koesten Hirschmann & Crabtree INC.4,860$189 12/31/2023
     SPYX4,860$189 12/31/2023
UMB Bank N A MO4,680$182 12/31/2023
     SPYX4,680$182 12/31/2023
4Thought Financial Group Inc.4,692$182 12/31/2023
     SPYX4,692$182 12/31/2023
Smithfield Trust Co.4,647$180 12/31/2023
     SPYX4,647$180 12/31/2023
Northwestern Mutual Wealth Management Co.4,300$167 12/31/2023
     SPYX4,300$167 12/31/2023
CI Private Wealth LLC3,989$155 12/31/2023
     SPYX3,989$155 12/31/2023
Investment Research & Advisory Group Inc.3,145$135 03/31/2024
     SPYX3,145$135 03/31/2024
Hobbs Group Advisors LLC3,329$129 12/31/2023
     SPYX3,329$129 12/31/2023
Baldwin Brothers Inc. MA2,425$104 03/31/2024
     SPYX2,425$104 03/31/2024
Citigroup Inc.2,550$99 12/31/2023
     SPYX2,550$99 12/31/2023
Washington Trust Advisors Inc.2,544$99 12/31/2023
     SPYX2,544$99 12/31/2023
Evermay Wealth Management LLC2,310$90 12/31/2023
     SPYX2,310$90 12/31/2023
Qube Research & Technologies Ltd2,324$90 12/31/2023
     SPYX2,324$90 12/31/2023
Capital Analysts LLC1,809$70 12/31/2023
     SPYX1,809$70 12/31/2023
Clean Yield Group1,768$69 12/31/2023
     SPYX1,768$69 12/31/2023
Private Trust Co. NA1,734$67 12/31/2023
     SPYX1,734$67 12/31/2023
Parallel Advisors LLC1,671$65 12/31/2023
     SPYX1,671$65 12/31/2023
Allworth Financial LP1,639$64 12/31/2023
     SPYX1,639$64 12/31/2023
TD Waterhouse Canada Inc.1,607$62 12/31/2023
     SPYX1,607$62 12/31/2023
Investors Research Corp1,557$60 12/31/2023
     SPYX1,557$60 12/31/2023
Assetmark Inc.1,323$51 12/31/2023
     SPYX1,323$51 12/31/2023
Princeton Global Asset Management LLC1,213$47 12/31/2023
     SPYX1,213$47 12/31/2023
US Bancorp DE1,190$46 12/31/2023
     SPYX1,190$46 12/31/2023
Proffitt & Goodson Inc.1,186$46 12/31/2023
     SPYX1,186$46 12/31/2023
AdvisorNet Financial Inc1,027$44 03/31/2024
     SPYX1,027$44 03/31/2024
Blair William & Co. IL1,128$44 12/31/2023
     SPYX1,128$44 12/31/2023
NBC Securities Inc.960$41 03/31/2024
     SPYX960$41 03/31/2024
Advisory Services Network LLC918$36 12/31/2023
     SPYX918$36 12/31/2023
Asset Dedication LLC780$33 03/31/2024
     SPYX780$33 03/31/2024
Rockbridge Investment Management LCC840$33 12/31/2023
     SPYX840$33 12/31/2023
PrairieView Partners LLC798$31 12/31/2023
     SPYX798$31 12/31/2023
Global Retirement Partners LLC794$31 12/31/2023
     SPYX794$31 12/31/2023
GPS Wealth Strategies Group LLC686$27 12/31/2023
     SPYX686$27 12/31/2023
Northwest Capital Management Inc588$25 03/31/2024
     SPYX588$25 03/31/2024
Westside Investment Management Inc.540$23 03/31/2024
     SPYX540$23 03/31/2024
Cranbrook Wealth Management LLC540$23 03/31/2024
     SPYX540$23 03/31/2024
Crewe Advisors LLC367$14 12/31/2023
     SPYX367$14 12/31/2023
Sachetta LLC293$11 12/31/2023
     SPYX293$11 12/31/2023
Creative Financial Designs Inc. ADV219$8 12/31/2023
     SPYX219$8 12/31/2023
Farther Finance Advisors LLC206$8 12/31/2023
     SPYX206$8 12/31/2023
Mine & Arao Wealth Creation & Management LLC.149$6 12/31/2023
     SPYX149$6 12/31/2023
Tower Research Capital LLC TRC 84$3 12/31/2023
     SPYX84$3 12/31/2023
North Star Investment Management Corp.34$1 12/31/2023
     SPYX34$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     SPYX0$0 12/31/2023

See Summary: Institutional Holders of SPYX
See Details: Top 10 Hedge Funds Holding SPYX
Also See: SPYX Holdings Changes

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