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Cary Street Partners Investment Advisory’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio SPYI Stock Details SPYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,047
Closed -$822K – 734
2024
Q3 		$822K Buy
16,047
+2,161
+16% +$109K 0.03% 390
2024
Q2 		$696K Buy
+13,886
New +$689K 0.03% 396

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPYI Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of NEOS S&P 500 High Income ETF (SPYI) in Q4 2024, closing a stake of 16,047 shares — an estimated $822K sold.

Cary Street Partners Investment Advisory first reported a position in SPYI in Q2 2024 and held it in 2 quarters. The position peaked at $822K in Q3 2024. 169 funds tracked by Wall St. Rank hold SPYI as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining NEOS S&P 500 High Income ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 16,047 NEOS S&P 500 High Income ETF shares in Q4 2024, an estimated $822K.
  • Cary Street Partners Investment Advisory first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's NEOS S&P 500 High Income ETF position peaked at $822K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.