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Householder Group Estate & Retirement Specialist’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-2,302
Closed -$117K – 1129
2024
Q3 		$117K Buy
+2,302
New +$116K 0.03% 338
2024
Q1 		– Sell
-1,888
Closed -$91K – 1316
2023
Q4 		$91K Buy
+1,888
New +$89.4K 0.03% 347

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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 $478M AUM 21.36% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPYI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of NEOS S&P 500 High Income ETF (SPYI) in Q4 2024, closing a stake of 2,302 shares — an estimated $117K sold.

Householder Group Estate & Retirement Specialist first reported a position in SPYI in Q4 2023 and held it in 2 quarters. The position peaked at $117K in Q3 2024. 169 funds tracked by Wall St. Rank hold SPYI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining NEOS S&P 500 High Income ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,302 NEOS S&P 500 High Income ETF shares in Q4 2024, an estimated $117K.
  • Householder Group Estate & Retirement Specialist first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's NEOS S&P 500 High Income ETF position peaked at $117K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.