Defiance S&P 500 Income Target is an exchange-traded fund on ARCA. As of Q3 2025, 16 institutional investors hold shares in this ETF, with total holdings valued at $7.5M. ZEGA Investments, LLC is the largest holder with a position valued at $3.1M.
Overview of institutional ownership in SPYT as of Q3 2025
Institutions with the largest positions in SPYT as of Q3 2025
| Institution | Position Value |
|---|---|
ZEGA Investments, LLC RIA/Wealth | $3.1M 0.71% of portfolio |
Brookwood Investment Group LLC RIA/Wealth | $1.4M 0.19% of portfolio |
C Coppell Advisory Solutions LLC RIA/Wealth | $649.3K 0.08% of portfolio |
Optivise Advisory Services LLC RIA/Wealth | $506.3K 0.30% of portfolio |
Redhawk Wealth Advisors, Inc. RIA/Wealth | $498.1K 0.06% of portfolio |
Wealth Watch Advisors, INC RIA/Wealth | $334.1K 0.15% of portfolio |
Wealthcare Advisory Partners LLC RIA/Wealth | $302.0K 0.01% of portfolio |
Concurrent Investment Advisors, LLC RIA/Wealth | $219.3K 0.00% of portfolio |
Aptus Capital Advisors, LLC ETF Provider | $210.1K 0.00% of portfolio |
Authentikos Wealth Advisory, LLC RIA/Wealth | $194.2K 0.14% of portfolio |
Institutional buying and selling activity for SPYT in Q3 2025
| Institution | Net Bought |
|---|---|
Brookwood Investment Group LLC RIA/Wealth | +$866.0K +46.9K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | +$302.0K +16.4K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | +$219.3K +11.9K shares |
Authentikos Wealth Advisory, LLC RIA/Wealth | +$194.2K +10.5K shares |
Optivise Advisory Services LLC RIA/Wealth | +$177.9K +9.6K shares |
ZEGA Investments, LLC RIA/Wealth | +$120.6K +6.5K shares |
Redhawk Wealth Advisors, Inc. RIA/Wealth | +$98.9K +5.4K shares |
Aptus Capital Advisors, LLC ETF Provider | +$3.7K +201.0 shares |
WELLS FARGO & COMPANY/MN Institution | +$2.0 +0.1 shares |
| Institution | Net Sold |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.2M −64.6K shares |
O OLD MISSION CAPITAL LLC Institution | −$527.0K −29.0K shares |
A Advisor Group Holdings, Inc. Institution | −$186.9K −10.1K shares |
C Coppell Advisory Solutions LLC RIA/Wealth | −$125.8K −6.8K shares |
UBS Group AG Institution | −$35.5K −1.9K shares |
S SIMPLEX TRADING, LLC Institution | −$7.3K −404.0 shares |
Wealth Watch Advisors, INC RIA/Wealth | −$646.4 −35.0 shares |
Hanson McClain, Inc. RIA/Wealth | −$0.0 −0.0 shares |
Institutions that initiated new positions or completely exited SPYT in Q3 2025
| Institution | Position Value |
|---|---|
Wealthcare Advisory Partners LLC RIA/Wealth | $302.0K 16.4K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | $219.3K 11.9K shares |
WELLS FARGO & COMPANY/MN Institution | $2.0 0.1 shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.2M 64.6K shares |
O OLD MISSION CAPITAL LLC Institution | $527.0K 29.0K shares |
S SIMPLEX TRADING, LLC Institution | $7.3K 404.0 shares |
Institutions with the largest Call and Put options positions in SPYT as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SPYT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ZEGA Investments, LLC RIA/Wealth | 0.71% $3.1M |
Optivise Advisory Services LLC RIA/Wealth | 0.30% $506.3K |
Brookwood Investment Group LLC RIA/Wealth | 0.19% $1.4M |
Wealth Watch Advisors, INC RIA/Wealth | 0.15% $334.1K |
Authentikos Wealth Advisory, LLC RIA/Wealth | 0.14% $194.2K |
C Coppell Advisory Solutions LLC RIA/Wealth | 0.08% $649.3K |
Redhawk Wealth Advisors, Inc. RIA/Wealth | 0.06% $498.1K |
Wealthcare Advisory Partners LLC RIA/Wealth | 0.01% $302.0K |
Concurrent Investment Advisors, LLC RIA/Wealth | 0.00% $219.3K |
Aptus Capital Advisors, LLC ETF Provider | 0.00% $210.1K |
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