NEOS S&P 500 High Income ETF (SPYI) Institutional Ownership

$49.98
+0.01 (+0.02%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for NEOS S&P 500 High Income ETF (BATS:SPYI)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$110.77M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.88M
Get SPYI Insider Trade Alerts

Want to know when executives and insiders are buying or selling NEOS S&P 500 High Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SPYI Institutional Buying and Selling by Quarter

NEOS S&P 500 High Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Axxcess Wealth Management LLC15,453$778K0.0%+223.8%0.064%
5/9/2024 Delta Investment Management LLC30,720$1.55M0.4%-8.6%0.128%
5/8/2024 Camarda Financial Advisors LLC82,227$4.14M1.7%+36.0%0.343%
5/8/2024 Avantax Advisory Services Inc.5,963$300K0.0%N/A0.025%
5/7/2024 Atomi Financial Group Inc.7,637$385K0.0%+63.5%0.032%
5/6/2024 HBC Financial Services PLLC2,800$134K0.1%N/A0.012%
5/2/2024 Moloney Securities Asset Management LLC11,178$563K0.1%+17.6%0.047%
4/30/2024 Private Advisor Group LLC10,716$540K0.0%+63.6%0.045%
4/27/2024 Guardian Financial Partners LLC35,806$1.80M1.2%N/A0.164%
4/25/2024 Gainplan LLC14,766$744K0.4%+38.6%0.068%
4/25/2024 Capital Investment Advisory Services LLC1,570$79K0.0%+86.9%0.007%
4/25/2024 Triumph Capital Management24,444$1.23M0.5%+10.7%0.112%
4/24/2024 Newbridge Financial Services Group Inc.1,412$71K0.0%+236.2%0.006%
4/23/2024 Gradient Investments LLC298,998$15.06M0.3%+13.2%1.370%
4/18/2024 CAP Partners LLC9,108$459K0.4%+50.4%0.042%
4/18/2024 Claro Advisors LLC15,106$761K0.1%N/A0.069%
4/18/2024 Compass Ion Advisors LLC26,323$1.33M0.2%-13.8%0.121%
4/15/2024 Cascade Wealth Advisors Inc67,483$3.34M2.8%N/A0.309%
4/12/2024 Traynor Capital Management Inc.6,450$325K0.0%+3.9%0.168%
4/12/2024 High Net Worth Advisory Group LLC8,797$443K0.1%N/A0.228%
4/11/2024 Unique Wealth LLC101,866$5.13M1.4%N/A2.646%
4/11/2024 International Assets Investment Management LLC46,110$2.32M0.1%+68.2%1.198%
3/15/2024 B. Riley Wealth Advisors Inc.4,454$215K0.0%N/A0.116%
3/6/2024Willner & Heller LLC15,795$761K0.8%N/A0.410%
2/12/2024 Fortress Wealth Management Inc.21,274$1.03M0.6%-14.5%0.553%
2/12/2024 Stifel Financial Corp167,593$8.08M0.0%+75.6%4.353%
2/12/2024 CAP Partners LLC6,056$292K0.3%N/A0.157%
2/8/2024 Gainplan LLC10,656$514K0.3%N/A0.277%
2/6/2024 Private Advisor Group LLC6,551$316K0.0%N/A0.170%
2/6/2024 U.S. Capital Wealth Advisors LLC5,850$282K0.0%N/A0.152%
2/5/2024 Triumph Capital Management22,072$1.06M0.5%N/A0.573%
2/5/2024 Silver Oak Securities Incorporated8,323$401K0.1%N/A0.216%
2/2/2024 Delta Investment Management LLC33,602$1.62M0.4%+6.9%0.873%
2/2/2024 Truist Financial Corp5,415$261K0.0%N/A0.141%
2/2/2024 Atria Wealth Solutions Inc.7,096$342K0.0%N/A0.184%
2/1/2024 Capital Investment Advisory Services LLC840$40K0.0%N/A0.022%
2/1/2024 CWM LLC2,080$100K0.0%N/A0.054%
1/30/2024 Crescent Grove Advisors LLC19,305$931K0.1%-36.6%0.501%
1/25/2024 RFG Advisory LLC6,156$297K0.0%N/A0.160%
1/25/2024 International Assets Investment Management LLC27,418$1.32M0.0%+68.9%0.712%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
1/24/2024 International Assets Investment Management LLC1,321,528$63.70M0.0%+8,041.0%34.325%
1/24/2024 Compass Ion Advisors LLC30,550$1.47M0.2%-12.1%0.794%
1/23/2024 Derbend Asset Management14,849$716K0.4%N/A0.386%
1/18/2024 Gradient Investments LLC264,027$12.73M0.3%+214.8%6.858%
1/18/2024 Traynor Capital Management Inc.6,208$299K0.0%+29.6%0.161%
1/16/2024 HBW Advisory Services LLC10,830$522K0.1%-14.3%0.281%
11/16/2023 Camarda Financial Advisors LLC59,152$2.78M1.8%N/A1.536%
11/15/2023 Axxcess Wealth Management LLC4,673$219K0.0%N/A0.121%
11/13/2023 Stifel Financial Corp95,450$4.48M0.0%N/A2.479%
11/3/2023 Compass Ion Advisors LLC34,775$1.63M0.3%+60.2%0.903%
10/27/2023 Gradient Investments LLC83,863$3.94M0.1%-0.6%2.178%
10/26/2023 Castleview Partners LLC2,438$114K0.1%-79.7%0.063%
10/25/2023 Crescent Grove Advisors LLC30,465$1.43M0.2%N/A0.791%
10/24/2023 Cambridge Investment Research Advisors Inc.9,997$469K0.0%-9.2%0.260%
10/16/2023 Traynor Capital Management Inc.4,790$225K0.0%N/A0.124%
10/12/2023 HBW Advisory Services LLC12,634$593K0.1%N/A0.328%
10/11/2023J2 Capital Management Inc25,202$1.18M1.5%N/A0.655%
10/10/2023 International Assets Investment Management LLC16,233$759K0.1%+213.4%0.422%
2/1/2023 Creative Financial Designs Inc. ADV650$30K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SPYI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYI shares?

During the previous two years, 39 institutional investors and hedge funds held shares of NEOS S&P 500 High Income ETF. The most heavily invested institutionals were Gradient Investments LLC ($15.06M), Stifel Financial Corp ($8.08M), Unique Wealth LLC ($5.13M), Camarda Financial Advisors LLC ($4.14M), Cascade Wealth Advisors Inc ($3.34M), International Assets Investment Management LLC ($2.32M), and Guardian Financial Partners LLC ($1.80M).Learn more on SPYI's institutional investors.

Which institutional investors have been buying NEOS S&P 500 High Income ETF stock?

Of the 36 institutional investors that purchased NEOS S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.35M), Gradient Investments LLC ($215.14K), Stifel Financial Corp ($167.59K), Unique Wealth LLC ($101.87K), Camarda Financial Advisors LLC ($80.91K), Cascade Wealth Advisors Inc ($67.48K), and Guardian Financial Partners LLC ($35.81K).

How much institutional buying is happening at NEOS S&P 500 High Income ETF?

Institutional investors have bought a total of 2,289,938 shares in the last 24 months. This purchase volume represents approximately $110.80M in transactions.

Which NEOS S&P 500 High Income ETF major shareholders have been selling company stock?

The following institutional investors have sold NEOS S&P 500 High Income ETF stock in the last 24 months: Crescent Grove Advisors LLC ($11.16K), Castleview Partners LLC ($9.56K), Compass Ion Advisors LLC ($8.45K), Fortress Wealth Management Inc. ($3.60K), Delta Investment Management LLC ($2.88K), HBW Advisory Services LLC ($1.80K), and Cambridge Investment Research Advisors Inc. ($1.01K).

How much institutional selling is happening at NEOS S&P 500 High Income ETF?

Institutional investors have sold a total of 38,975 shares in the last 24 months. This volume of shares sold represents approximately $1.88M in transactions.


This page (BATS:SPYI) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners