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Moloney Securities Asset Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Moloney Securities Asset Management’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
Q3 		$1.8M Buy
34,367
+379
+1% +$19.5K 0.21% 110
2025
Q2 		$1.71M Buy
33,988
+6,855
+25% +$330K 0.21% 115
2025
Q1 		$1.3M Buy
27,133
+7,916
+41% +$400K 0.18% 142
2024
Q4 		$977K Buy
19,217
+6,596
+52% +$342K 0.13% 178
2024
Q3 		$647K Buy
12,621
+843
+7% +$42.4K 0.09% 249
2024
Q2 		$591K Buy
11,778
+600
+5% +$29.8K 0.09% 245
2024
Q1 		$563K Buy
11,178
+1,675
+18% +$82.6K 0.08% 246
2023
Q4 		$458K Buy
9,503
+1,683
+22% +$79.7K 0.07% 259
2023
Q3 		$367K Buy
+7,820
New +$384K 0.07% 271

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Moloney Securities Asset Management's SPYI Position: Q3 2025 in Review

Moloney Securities Asset Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1.1% in Q3 2025, buying an estimated $19.5K and bringing the position to 34,367 shares worth $1.8M. The position accounts for 0.21% of the portfolio, ranked #110.

Moloney Securities Asset Management first reported a position in SPYI in Q3 2023 and has held it in 9 quarters since. 297 funds tracked by Wall St. Rank hold SPYI as of Q3 2025.

  • Moloney Securities Asset Management held 34,367 shares of NEOS S&P 500 High Income ETF worth $1.8M as of Q3 2025.
  • Moloney Securities Asset Management bought 379 NEOS S&P 500 High Income ETF shares in Q3 2025, an estimated $19.5K.
  • NEOS S&P 500 High Income ETF made up 0.21% of Moloney Securities Asset Management's portfolio in Q3 2025, its #110 holding.
  • Moloney Securities Asset Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2023 and has held it in 9 quarters since.
  • 297 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.