HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SPYX Share Count | ||||
| Windmill Hill Asset Management Ltd | 2,499,796 | 4,861,498 | +2,361,702 | +94.48% |
| PFG Investments LLC | 14,906 | 24,282 | +9,376 | +62.90% |
| 4Thought Financial Group Inc. | 4,692 | 6,135 | +1,443 | +30.75% |
| Wealthfront Advisers LLC | 14,052 | 18,112 | +4,060 | +28.89% |
| Gemmer Asset Management LLC | 252,237 | 318,522 | +66,285 | +26.28% |
| Boyd Wealth Management LLC | 34,982 | 41,721 | +6,739 | +19.26% |
| Global Retirement Partners LLC | 794 | 892 | +98 | +12.34% |
| CWM LLC | 10,059 | 10,898 | +839 | +8.34% |
| AdvisorNet Financial Inc | 996 | 1,027 | +31 | +3.11% |
| Hanson & Doremus Investment Management | 23,015 | 23,440 | +425 | +1.85% |
| Burns J W & Co. Inc. NY | 8,400 | 8,500 | +100 | +1.19% |
| Oxler Private Wealth LLC | 39,481 | 39,566 | +85 | +0.22% |
| 13F Filers Reporting New Positions In SPYX | ||||
| Ballentine Partners LLC | 0 | 4,734 | +4,734 | +100% |
| Alpha Omega Wealth Management LLC | 0 | 4,950 | +4,950 | +100% |
| Simplicity Wealth LLC | 0 | 6,236 | +6,236 | +100% |
| Hoxton Planning & Management LLC | 0 | 5,034 | +5,034 | +100% |
| Focus Financial Network Inc. | 0 | 16,440 | +16,440 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 960 | 960 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 2,425 | 2,425 | UNCH | 0.00% |
| Raymond James & Associates | 11,311 | 11,311 | UNCH | 0.00% |
| Proffitt & Goodson Inc. | 1,186 | 1,186 | UNCH | 0.00% |
| WBH Advisory Inc. | 5,454 | 5,454 | UNCH | 0.00% |
| Private Trust Co. NA | 1,734 | 1,734 | UNCH | 0.00% |
| Brown Advisory Inc. | 5,412 | 5,412 | UNCH | 0.00% |
| Asset Dedication LLC | 780 | 780 | UNCH | 0.00% |
| Diversified Trust Co | 7,932 | 7,932 | UNCH | 0.00% |
| Westside Investment Management Inc. | 540 | 540 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 540 | 540 | UNCH | 0.00% |
| Evanson Asset Management LLC | 5,648 | 5,648 | UNCH | 0.00% |
| N.E.W. Advisory Services LLC | 7,851 | 7,851 | UNCH | 0.00% |
| 13F Filers Decreasing SPYX Share Count | ||||
| Wealthcare Advisory Partners LLC | 11,072 | 6,354 | -4,718 | -42.61% |
| Northwest Capital Management Inc | 709 | 588 | -121 | -17.07% |
| West Coast Financial LLC | 13,695 | 12,773 | -922 | -6.73% |
| Investment Research & Advisory Group Inc. | 3,340 | 3,145 | -195 | -5.84% |
| Horst & Graben Wealth Management LLC | 7,458 | 7,167 | -291 | -3.90% |
| Wealth Enhancement Advisory Services LLC | 16,343 | 15,826 | -517 | -3.16% |
| Raymond James Financial Services Advisors Inc. | 22,233 | 21,537 | -696 | -3.13% |
| Matrix Asset Advisors Inc. NY | 10,611 | 10,372 | -239 | -2.25% |
| Marino Stram & Associates LLC | 35,471 | 34,724 | -747 | -2.11% |
| Colton Groome Financial Advisors LLC | 5,507 | 5,440 | -67 | -1.22% |
| First Pacific Financial | 8,425 | 8,327 | -98 | -1.16% |
| Stonehearth Capital Management LLC | 82,197 | 81,768 | -429 | -0.52% |
| Affinity Capital Advisors LLC | 20,969 | 20,896 | -73 | -0.35% |
| Cambridge Investment Research Advisors Inc. | 123,480 | 123,085 | -395 | -0.32% |
| Ironwood Financial llc | 9,667 | 9,660 | -7 | -0.07% |
| First National Corp MA ADV | 19,245 | 19,244 | -1 | -0.01% |
| 13F Filers Exiting SPYX | ||||
| McGlone Suttner Wealth Management Inc. | 1,788 | 0 | -1,788 | -100.00% |
| International Assets Investment Management LLC | 16,241 | 0 | -16,241 | -100.00% |
See Summary: Institutional Holders of SPYX
See Details: Top 10 Hedge Funds Holding SPYX
