CGA
SPYI icon

Crescent Grove Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Crescent Grove Advisors’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
Q2 		– Sell
-22,083
Closed -$1.06M – 296
2025
Q1 		$1.06M Sell
22,083
-102,976
-82% -$5.2M 0.11% 107
2024
Q4 		$6.36M Buy
125,059
+96,574
+339% +$5M 0.63% 36
2024
Q3 		$1.46M Buy
28,485
+160
+0.6% +$8.05K 0.15% 96
2024
Q2 		$1.42M Buy
28,325
+9,020
+47% +$447K 0.16% 90
2024
Q1 		$972K Hold
19,305
– – 0.1% 119
2023
Q4 		$931K Sell
19,305
-11,160
-37% -$529K 0.1% 121
2023
Q3 		$1.43M Buy
+30,465
New +$1.5M 0.18% 86

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Crescent Grove Advisors's SPYI Position: Q2 2025 in Review

Crescent Grove Advisors sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2025, closing a stake of 22,083 shares — an estimated $1.06M sold.

Crescent Grove Advisors first reported a position in SPYI in Q3 2023 and held it in 7 quarters. The position peaked at $6.36M in Q4 2024. 235 funds tracked by Wall St. Rank hold SPYI as of Q2 2025.

  • Crescent Grove Advisors reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 22,083 NEOS S&P 500 High Income ETF shares in Q2 2025, an estimated $1.06M.
  • Crescent Grove Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2023 and held it in 7 quarters.
  • Crescent Grove Advisors's NEOS S&P 500 High Income ETF position peaked at $6.36M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2025.

Based on Crescent Grove Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.