Waverly Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
69,562
+4,552
| +7% | +$229K | 0.04% | 377 |
|
|
2025
Q1 | $3.11M | Buy |
65,010
+13,814
| +27% | +$662K | 0.04% | 383 |
|
|
2024
Q4 | $2.6M | Buy |
51,196
+6,211
| +14% | +$316K | 0.04% | 330 |
|
|
2024
Q3 | $2.3M | Buy |
44,985
+16,552
| +58% | +$848K | 0.04% | 307 |
|
|
2024
Q2 | $1.43M | Buy |
+28,433
| New | +$1.43M | 0.03% | 372 |
|