Castleview Partners
SPYI icon

Castleview Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Castleview Partners’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
2026
Q3 		$244K Buy
+4,596
New +$246K 0.11% 187
2025
Q1 		– Sell
-3,037
Closed -$154K – 512
2024
Q4 		$154K Buy
3,037
+80
+3% +$4.14K 0.08% 210
2024
Q3 		$151K Buy
2,957
+162
+6% +$8.15K 0.09% 193
2024
Q2 		$140K Buy
2,795
+219
+9% +$10.9K 0.08% 205
2024
Q1 		$130K Buy
2,576
+51
+2% +$2.52K 0.07% 229
2023
Q4 		$122K Buy
2,525
+87
+4% +$4.12K 0.09% 188
2023
Q3 		$114K Sell
2,438
-9,563
-80% -$470K 0.11% 162
2023
Q2 		$596K Sell
12,001
-358
-3% -$17.4K 0.54% 36
2023
Q1 		$588K Buy
12,359
+2,158
+21% +$102K 0.52% 42
2022
Q4 		$470K Buy
+10,201
New +$476K 0.46% 48

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Castleview Partners's SPYI Position: Q3 2026 in Review

Castleview Partners opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2026: 4,596 shares worth $244K. The stake represents 0.11% of the portfolio and ranks #187 among its holdings. This is a return to the name: Castleview Partners previously reported a position in SPYI as recently as Q4 2024.

Castleview Partners first reported a position in SPYI in Q4 2022 and has held it in 10 quarters since. The position peaked at $596K in Q2 2023. 292 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Castleview Partners held 4,596 shares of NEOS S&P 500 High Income ETF worth $244K as of Q3 2026.
  • NEOS S&P 500 High Income ETF was a new Castleview Partners position in Q3 2026.
  • NEOS S&P 500 High Income ETF made up 0.11% of Castleview Partners's portfolio in Q3 2026, its #187 holding.
  • Castleview Partners first reported a position in NEOS S&P 500 High Income ETF in Q4 2022 and has held it in 10 quarters since.
  • Castleview Partners's NEOS S&P 500 High Income ETF position peaked at $596K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.