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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
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

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Castleview Partners's SPYI Position: Q1 2025 in Review

Castleview Partners sold out of NEOS S&P 500 High Income ETF (SPYI) in Q1 2025, closing a stake of 3,037 shares — an estimated $154K sold.

Castleview Partners first reported a position in SPYI in Q4 2022 and held it in 9 quarters. The position peaked at $596K in Q2 2023. 193 funds tracked by Wall St. Rank hold SPYI as of Q1 2025.

  • Castleview Partners reported no remaining NEOS S&P 500 High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 3,037 NEOS S&P 500 High Income ETF shares in Q1 2025, an estimated $154K.
  • Castleview Partners first reported a position in NEOS S&P 500 High Income ETF in Q4 2022 and held it in 9 quarters.
  • Castleview Partners's NEOS S&P 500 High Income ETF position peaked at $596K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.