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GGM Wealth Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

GGM Wealth 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
Q1 		$499K Buy
10,616
+3,060
+40% +$155K 0.28% 74
2024
Q4 		$384K Buy
7,556
+1,914
+34% +$99.1K 0.2% 89
2024
Q3 		$289K Buy
+5,642
New +$284K 0.12% 118

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

GGM Wealth Advisors's SPYI Position: Q1 2025 in Review

GGM Wealth Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 40% in Q1 2025, buying an estimated $155K and bringing the position to 10,616 shares worth $499K. The position accounts for 0.28% of the portfolio, ranked #74.

GGM Wealth Advisors first reported a position in SPYI in Q3 2024 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold SPYI as of Q1 2025.

  • GGM Wealth Advisors held 10,616 shares of NEOS S&P 500 High Income ETF worth $499K as of Q1 2025.
  • GGM Wealth Advisors bought 3,060 NEOS S&P 500 High Income ETF shares in Q1 2025, an estimated $155K.
  • NEOS S&P 500 High Income ETF made up 0.28% of GGM Wealth Advisors's portfolio in Q1 2025, its #74 holding.
  • GGM Wealth Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.