HFS
SPYI icon

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 $376B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $222M AUM 9.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return