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HBC Financial Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

HBC Financial Services’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 		$102K Buy
2,014
+20
+1% +$1.04K 0.06% 46
2024
Q3 		$102K Buy
1,994
+94
+5% +$4.73K 0.06% 47
2024
Q2 		$94K Sell
1,900
-900
-32% -$44.6K 0.06% 49
2024
Q1 		$134K Buy
+2,800
New +$138K 0.09% 40

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 $445B AUM 25.58% 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 $120B AUM 27.84% 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 $72.6B AUM 54.88% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

HBC Financial Services's SPYI Position: Q4 2024 in Review

HBC Financial Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1% in Q4 2024, buying an estimated $1.04K and bringing the position to 2,014 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #46.

HBC Financial Services first reported a position in SPYI in Q1 2024 and has held it in 4 quarters since. The position peaked at $134K in Q1 2024. 169 funds tracked by Wall St. Rank hold SPYI as of Q4 2024.

  • HBC Financial Services held 2,014 shares of NEOS S&P 500 High Income ETF worth $102K as of Q4 2024.
  • HBC Financial Services bought 20 NEOS S&P 500 High Income ETF shares in Q4 2024, an estimated $1.04K.
  • NEOS S&P 500 High Income ETF made up 0.06% of HBC Financial Services's portfolio in Q4 2024, its #46 holding.
  • HBC Financial Services first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 4 quarters since.
  • HBC Financial Services's NEOS S&P 500 High Income ETF position peaked at $134K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.