Mercer Global Advisors
SPYI icon

Mercer Global Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Mercer Global 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
2024
Q2 		– Sell
-5,090
Closed -$256K – 2041
2024
Q1 		$256K Buy
+5,090
New +$251K ﹤0.01% 1657

Other funds holding SPYI

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LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 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
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Mercer Global Advisors's SPYI Position: Q2 2024 in Review

Mercer Global Advisors sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2024, closing a stake of 5,090 shares — an estimated $256K sold.

Mercer Global Advisors first reported a position in SPYI in Q1 2024 and held it in 1 quarter. The position peaked at $256K in Q1 2024. 111 funds tracked by Wall St. Rank hold SPYI as of Q2 2024.

  • Mercer Global Advisors reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 5,090 NEOS S&P 500 High Income ETF shares in Q2 2024, an estimated $256K.
  • Mercer Global Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and held it in 1 quarter.
  • Mercer Global Advisors's NEOS S&P 500 High Income ETF position peaked at $256K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2024.

Based on Mercer Global Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.