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

Retirement Group’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
2023
Q4 		– Sell
-325
Closed -$15.3K – 850
2023
Q3 		$15.3K Hold
325
– – 0.01% 354
2023
Q2 		$16.1K Buy
+325
New +$15.8K 0.01% 354

Other funds holding SPYI

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Retirement Group's SPYI Position: Q4 2023 in Review

Retirement Group sold out of NEOS S&P 500 High Income ETF (SPYI) in Q4 2023, closing a stake of 325 shares — an estimated $15.3K sold.

Retirement Group first reported a position in SPYI in Q2 2023 and held it in 2 quarters. The position peaked at $16.1K in Q2 2023. 61 funds tracked by Wall St. Rank hold SPYI as of Q4 2023.

  • Retirement Group reported no remaining NEOS S&P 500 High Income ETF position as of Q4 2023 after selling out during the quarter.
  • Retirement Group sold 325 NEOS S&P 500 High Income ETF shares in Q4 2023, an estimated $15.3K.
  • Retirement Group first reported a position in NEOS S&P 500 High Income ETF in Q2 2023 and held it in 2 quarters.
  • Retirement Group's NEOS S&P 500 High Income ETF position peaked at $16.1K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2023.

Based on Retirement Group's 13F filing for Q4 2023, filed 14 Feb 2024.