Who Owns S&P 500 Income Target ETF (SPYT)?Hedge Fund & Institutional Holders

$16.71+0.01 (+0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

19

as of Q4 2025

Total Institutional Value

$2.188000206600039e+62T

% of Float Held

—

QoQ Change in Holders

+9 / -1

Price History

$15.38$16.61$17.83$19.05$20.28Sep 24Jun 25Mar 26

SPYT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ZEGA Investments, LLCNew Position+125K+$2.2B
Brookwood Investment Group LLCNew Position+118K+$2.1B
PFG Investments, LLCNew Position+20K+$350.0M
CoreCap Advisors, LLCNew Position+18K+$307.0M
Authentikos Wealth Advisory, LLCNew Position+12K+$210.0M
Wealth Watch Advisors, INCIncreased+4K+$54.9M
GROUP ONE TRADING LLCIncreased+565+$9.2M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+500+$8.0M
Global Wealth Strategies & AssociatesNew Position+148+$2.0M
Concurrent Investment Advisors, LLCNew Position+12K+$206K
Advisory Services Network, LLCNew Position+106K+$1K
Redhawk Wealth Advisors, Inc.Increased+1K+$-1K
Wealthcare Advisory Partners LLCIncreased+503+$-8.0M
OSAIC HOLDINGS, INC.Increased+263+$-36.8M

SPYT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Aptus Capital Advisors, LLCDecreased-11K-$210.1M
UBS Group AGClosed Position-827-$15.3M
Coppell Advisory Solutions LLCDecreased-3K-$64K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ZEGA Investments, LLC125,137$2.2B0.26%Share
2Brookwood Investment Group LLC118,180$2.1B0.25%Share
3Wealth Watch Advisors, INC22,255$389.0M0.14%Share
4PFG Investments, LLC20,014$350.0M0.02%Share
5CoreCap Advisors, LLC17,571$307.0M0.01%Share
6Wealthcare Advisory Partners LLC16,856$294.0M5.78%Share
7Authentikos Wealth Advisory, LLC12,014$210.0M0.14%Share
8GROUP ONE TRADING LLC665$11.0M0.02%Share
9INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC500$8.0M0.00%Share
10Global Wealth Strategies & Associates148$2.0M0.00%Share
11Coppell Advisory Solutions LLC32,642$585K0.00%Share
12Redhawk Wealth Advisors, Inc.28,423$497K0.06%Share
13Concurrent Investment Advisors, LLC11,807$206K0.00%Share
14Advisory Services Network, LLC105,958$1K0.00%Share
15Aptus Capital Advisors, LLC358$00.00%Share
16OSAIC HOLDINGS, INC.2,260$00.00%Share
17WELLS FARGO & COMPANY/MN0$00.00%Share
18MORGAN STANLEY1$00.00%Share
19Allworth Financial LP0$00.00%Share

SPYT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202519$5.8B+8
Q3 202511$901.3M-2
Q2 202513$6.1B+0
Q1 202513$5.2B+4
Q4 20249$4.5B+6
Q3 20243$0-3
Q2 20246$519.6B+4
Q1 20242$752.3T—

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As of Q4 2025, 19 institutional investors hold SPYT (S&P 500 Income Target ETF). The largest holder is ZEGA Investments, LLC with $2.2B in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SPYT?

As of Q4 2025, 19 institutional investors report holding SPYT (S&P 500 Income Target ETF) in their 13F filings.

Who is the largest institutional holder of SPYT?

The largest institutional holder of SPYT is ZEGA Investments, LLC with $2.2B in shares.

Is institutional ownership of SPYT increasing or decreasing?

This quarter, 9 institutions opened new positions in SPYT and 1 closed their positions.