ENVESTNET ASSET MANAGEMENT INC: SPYI position timeline

ENVESTNET ASSET MANAGEMENT INC held 715,918 SPYI shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 715,918 shares

   Change vs previous 13F +272,366 shares

   0.01% of the 13F portfolio, value $38,008,058.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 709,315 shares
   • Envestnet Portfolio Solutions, Inc.: 6,603 shares
2. period ended2026-03-31

   13F 443,552 shares

   Change vs previous 13F +97,210 shares

   0.01% of the 13F portfolio, value $21,898,155.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 435,538 shares
   • Envestnet Portfolio Solutions, Inc.: 8,014 shares

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 346,342 shares

   Change vs previous 13F -11,201 shares

   <0.01% of the 13F portfolio, value $18,193,379.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 341,303 shares
   • Envestnet Portfolio Solutions, Inc.: 5,039 shares

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 357,543 shares

   Change vs previous 13F +271,653 shares

   <0.01% of the 13F portfolio, value $18,699,485.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 352,525 shares
   • Envestnet Portfolio Solutions, Inc.: 5,018 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 85,890 shares

   Change vs previous 13F +33,924 shares

   <0.01% of the 13F portfolio, value $4,321,984.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 85,890 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 51,966 shares

   Change vs previous 13F -24,473 shares

   <0.01% of the 13F portfolio, value $2,488,669.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 40,870 shares
   • Envestnet Portfolio Solutions, Inc.: 11,096 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 76,439 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $3,884,609.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 70,098 shares
   • Envestnet Portfolio Solutions, Inc.: 6,341 shares

   Acceptance time not in the bulk data set (spec §4.2).