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

NEOS S&P 500 High Income ETF logo
$48.58 -2.07 (-4.08%)
Closing price 03/27/2025 03:59 PM Eastern
Extended Trading
$48.58 -0.01 (-0.01%)
As of 03/27/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for NEOS S&P 500 High Income ETF (BATS:SPYI)

Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$660.30M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$402.48M
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SPYI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC13,519$687K0.0%N/A0.022%
3/10/2025 Mattson Financial Services LLC168,173$8.62M2.7%+1,948.6%0.280%
2/25/2025 Heck Capital Advisors LLC3,155$160K0.0%N/A0.005%
2/18/2025 Novak & Powell Financial Services Inc.6,651$338K0.2%+13.1%0.026%
2/18/2025 Continuum Advisory LLC2,619$133K0.0%+8.3%0.010%
2/18/2025 Delta Investment Management LLC51,595$2.62M0.5%+27.2%0.204%
2/17/2025 Waverly Advisors LLC51,196$2.60M0.0%+13.8%0.203%
2/17/2025 Wellington Wealth Strategies LLC.796$40K0.0%N/A0.003%
2/17/2025 Snowden Capital Advisors LLC5,985$304K0.0%N/A0.024%
2/17/2025 Northeast Financial Consultants Inc10,944$556K0.0%+12.3%0.043%
2/17/2025 Napa Wealth Management11,330$576K0.2%+38.9%0.045%
2/17/2025 EP Wealth Advisors LLC3,095$157K0.0%N/A0.012%
2/17/2025 CoreCap Advisors LLC12,551$638K0.0%+30.8%0.050%
2/17/2025 Cetera Investment Advisers103,548$5.26M0.0%+97.6%0.410%
2/17/2025 Cary Street Partners Financial LLC16,032$815K0.0%N/A0.064%
2/17/2025 Bank of America Corp DE4,338$220K0.0%N/A0.017%
2/17/2025 Ameriprise Financial Inc.55,316$2.81M0.0%+7.4%0.219%
2/17/2025 Aptus Capital Advisors LLC40,231$2.05M0.0%+3.5%0.159%
2/14/2025 Westbourne Investments Inc.14,185$721K0.4%N/A0.056%
2/14/2025 Triumph Capital Management16,450$836K0.3%-2.7%0.065%
2/14/2025 Owen LaRue LLC28,202$1.43M0.7%+106.8%0.112%
2/14/2025 Second Half Financial Partners LLC454,000$23.07M11.3%N/A1.799%
2/14/2025 Stifel Financial Corp503,357$25.58M0.0%+16.2%1.995%
2/14/2025 Tower Research Capital LLC TRC 8,075$410K0.0%+21.8%0.032%
2/14/2025 Seaview Investment Managers LLC10,921$555K0.2%N/A0.043%
2/14/2025 MML Investors Services LLC173,708$8.83M0.0%+12.2%0.688%
2/13/2025 Garden State Investment Advisory Services LLC5,322$270K0.1%N/A0.021%
2/13/2025 Insigneo Advisory Services LLC29,714$1.51M0.2%+86.1%0.118%
2/13/2025 Mariner LLC32,631$1.66M0.0%+63.7%0.129%
2/13/2025 Rockefeller Capital Management L.P.32,083$1.63M0.0%+37.6%0.127%
2/13/2025 Renaissance Technologies LLC199,600$10.14M0.0%+50.0%0.791%
2/13/2025 Envestnet Asset Management Inc.70,098$3.56M0.0%+29.7%0.278%
2/13/2025 Smith Moore & CO.54,847$2.79M0.3%+10.2%0.217%
2/12/2025 Arete Wealth Advisors LLC14,298$728K0.1%+1.7%0.057%
2/12/2025 OLD Mission Capital LLC29,101$1.48M0.0%N/A0.115%
2/12/2025 Orion Portfolio Solutions LLC81,009$4.12M0.0%-9.5%0.321%
2/11/2025 Grantvest Financial Group LLC13,178$670K0.8%N/A0.052%
2/11/2025 LPL Financial LLC831,693$42.27M0.0%+27.1%3.296%
2/10/2025 Creative Financial Designs Inc. ADV1,100$56K0.0%-38.9%0.004%
2/10/2025 Envestnet Portfolio Solutions Inc.6,341$322K0.0%N/A0.025%
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2/10/2025 Commonwealth Equity Services LLC66,721$3.39M0.0%+32.1%0.264%
2/10/2025 Avantax Advisory Services Inc.20,232$1.03M0.0%+152.9%0.080%
2/7/2025 PFG Advisors5,847$297K0.0%+7.5%0.023%
2/7/2025 HighTower Advisors LLC34,996$1.78M0.0%+63.7%0.139%
2/7/2025 Independent Advisor Alliance58,741$2.99M0.0%N/A0.233%
2/7/2025 PNC Financial Services Group Inc.5,876$299K0.0%+47.6%0.023%
2/6/2025 Cascade Wealth Advisors Inc149,276$7.59M5.1%+22.0%0.592%
2/5/2025 Anfield Capital Management LLC1,086$55K0.0%N/A0.004%
2/5/2025 US Bancorp DE7,000$356K0.0%+16.7%0.028%
2/5/2025 Private Trust Co. NA3,000$152K0.0%N/A0.012%
2/4/2025 Brown Financial Advisors198,198$10.07M4.0%+20.5%0.786%
2/4/2025 Quartz Partners LLC7,039$358K0.2%+29.9%0.028%
2/4/2025 IFP Advisors Inc19,192$975K0.0%+373.6%0.076%
2/4/2025 World Equity Group Inc.17,294$879K0.2%N/A0.069%
2/3/2025 Private Advisor Group LLC664,748$33.78M0.2%+397.8%2.635%
1/31/2025 Steele Capital Management Inc.29,500$1.50M0.1%N/A0.117%
1/31/2025 Atria Wealth Solutions Inc.38,374$1.95M0.0%+28.7%0.152%
1/31/2025 Truist Financial Corp47,848$2.43M0.0%+5.1%0.190%
1/31/2025 J.W. Cole Advisors Inc.8,625$438K0.0%N/A0.034%
1/30/2025 Allworth Financial LP3,238$167K0.0%N/A0.013%
1/30/2025 Montag A & Associates Inc.1,194$61K0.0%+27.8%0.005%
1/30/2025 Palacios Wealth Management LLC51,839$2.66M2.9%N/A0.205%
1/29/2025 CAP Partners LLC20,412$1.04M0.7%+7.8%0.081%
1/29/2025 Paladin Wealth LLC45,023$2.29M2.0%+36.8%0.178%
1/28/2025 Newbridge Financial Services Group Inc.40,574$2.06M0.5%+49.6%0.161%
1/28/2025 Moloney Securities Asset Management LLC19,217$977K0.1%+52.3%0.076%
1/28/2025 Apollon Wealth Management LLC22,578$1.15M0.0%N/A0.089%
1/27/2025 Silver Oak Securities Incorporated6,822$348K0.0%-13.3%0.027%
1/27/2025 Money Concepts Capital Corp7,090$360K0.0%N/A0.028%
1/27/2025 Mirae Asset Global Investments Co. Ltd.14,000$714K0.0%+40.0%0.055%
1/27/2025 Stratos Wealth Partners LTD.12,145$617K0.0%+82.7%0.048%
1/27/2025 Brown Lisle Cummings Inc.27,950$1.42M0.4%-1.9%0.111%
1/24/2025 U.S. Capital Wealth Advisors LLC35,183$1.79M0.1%+0.7%0.139%
1/24/2025 Spire Wealth Management19,666$999K0.0%N/A0.078%
1/24/2025 DAVENPORT & Co LLC10,700$544K0.0%-8.5%0.042%
1/23/2025 Heck Capital Advisors LLC3,155$160K0.0%N/A0.013%
1/23/2025 FSA Advisors Inc.5,010$255K0.3%N/A0.020%
1/23/2025 Capital Investment Advisory Services LLC13,880$705K0.1%+242.7%0.055%
1/23/2025 Milestone Asset Management LLC10,473$532K0.1%N/A0.042%
1/23/2025 Defender Capital LLC.20,000$1.02M0.4%N/A0.079%
1/22/2025 Fortress Wealth Management Inc.28,356$1.44M0.7%+7.9%0.112%
1/22/2025 Kingswood Wealth Advisors LLC8,145$414K0.0%+8.7%0.032%
1/22/2025 PFG Investments LLC36,237$1.84M0.1%+67.1%0.144%
1/21/2025 High Net Worth Advisory Group LLC45,420$2.31M0.6%+59.0%0.180%
1/21/2025 Crescent Grove Advisors LLC125,059$6.36M0.6%+339.0%0.496%
1/21/2025 Flagship Harbor Advisors LLC6,458$328K0.0%N/A0.026%
1/21/2025 Dynamic Advisor Solutions LLC4,695$239K0.0%N/A0.019%
1/21/2025 Gradient Investments LLC2,205,348$112.08M2.3%+24.4%8.741%
1/21/2025 RFG Advisory LLC24,768$1.26M0.0%+134.8%0.098%
1/17/2025 Key Client Fiduciary Advisors LLC11,806$600K0.3%+157.8%0.047%
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1/17/2025 Traynor Capital Management Inc.4,654$237K0.0%-11.4%0.018%
1/17/2025 Janney Montgomery Scott LLC14,392$731K0.0%N/A0.057%
1/17/2025 Sheets Smith Wealth Management8,980$456K0.1%+52.9%0.036%
1/17/2025 MCF Advisors LLC3,072$156K0.0%+2,548.3%0.012%
1/17/2025 Atomi Financial Group Inc.7,143$363K0.0%+26.6%0.028%
1/16/2025 Willner & Heller LLC15,038$764K0.7%-11.7%0.060%
1/16/2025 Diversify Wealth Management LLC12,044$609K0.0%+5.1%0.048%
1/16/2025 Cascade Investment Group Inc.37,180$1.89M1.4%+2.2%0.147%
1/15/2025 Ameritas Advisory Services LLC7,769$395K0.0%+15.0%0.031%
1/15/2025 Grant GrossMendelsohn LLC7,556$384K0.2%+33.9%0.030%
(Data available from 1/1/2016 forward)

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SPYI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPYI shares?

During the previous two years, 132 institutional investors and hedge funds held shares of NEOS S&P 500 High Income ETF. The most heavily invested institutionals were Gradient Investments LLC ($112.08M), LPL Financial LLC ($42.27M), Private Advisor Group LLC ($33.78M), Lee Johnson Capital Management LLC ($32.19M), Stifel Financial Corp ($25.58M), Second Half Financial Partners LLC ($23.07M), and Renaissance Technologies LLC ($10.14M).Learn more on SPYI's institutional investors.

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

Of the 130 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 ($9.25M), Gradient Investments LLC ($699.49K), Private Advisor Group LLC ($664.75K), Lee Johnson Capital Management LLC ($641.78K), Second Half Financial Partners LLC ($454K), LPL Financial LLC ($393.27K), and Stifel Financial Corp ($269.97K).

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

Institutional investors have bought a total of 14,886,715 shares in the last 24 months. This purchase volume represents approximately $753.73M in transactions.

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

Of the 22 institutional investors that sold NEOS S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($7.79M), Unique Wealth LLC ($47.03K), Crescent Grove Advisors LLC ($11.16K), Claro Advisors LLC ($9.85K), Castleview Partners LLC ($9.56K), Orion Portfolio Solutions LLC ($8.53K), and Compass Ion Advisors LLC ($8.45K).

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

Institutional investors have sold a total of 7,922,168 shares in the last 24 months. This volume of shares sold represents approximately $404.00M in transactions.


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This page (BATS:SPYI) was last updated on 3/28/2025 by MarketBeat.com Staff
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