Wellington Wealth Strategies’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Wellington Wealth Strategies’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 Q4	$485K	Buy	+796	New	+$41.2K	0.44%	41

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Wellington Wealth Strategies's SPYI Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q4 2024: 796 shares worth $485K. The stake represents 0.44% of the portfolio and ranks #41 among its holdings.

169 funds tracked by Wall St. Rank hold SPYI as of Q4 2024.

Wellington Wealth Strategies held 796 shares of NEOS S&P 500 High Income ETF worth $485K as of Q4 2024.
NEOS S&P 500 High Income ETF was a new Wellington Wealth Strategies position in Q4 2024.
NEOS S&P 500 High Income ETF made up 0.44% of Wellington Wealth Strategies's portfolio in Q4 2024, its #41 holding.
169 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.