RIA
SPYI icon

Realta Investment Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Realta Investment 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
Q3 		– Sell
-4,014
Closed -$201K – 714
2024
Q2 		$201K Buy
+4,014
New +$199K 0.04% 395

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Realta Investment Advisors's SPYI Position: Q3 2024 in Review

Realta Investment Advisors sold out of NEOS S&P 500 High Income ETF (SPYI) in Q3 2024, closing a stake of 4,014 shares — an estimated $201K sold.

Realta Investment Advisors first reported a position in SPYI in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 135 funds tracked by Wall St. Rank hold SPYI as of Q3 2024.

  • Realta Investment Advisors reported no remaining NEOS S&P 500 High Income ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,014 NEOS S&P 500 High Income ETF shares in Q3 2024, an estimated $201K.
  • Realta Investment Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and held it in 1 quarter.
  • Realta Investment Advisors's NEOS S&P 500 High Income ETF position peaked at $201K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.