Neos S&P 500 High Income ETFSPYIETF
13F holders, Q4 2024 (December 31)169holders +34
37new positions
10sold out
2famous investors
$50.88avg. 13F price*
At the end of Q4 2024, 169 institutions reported holding Neos S&P 500 High Income ETF (SPYI) in their 13F filings, up 34 from Q3 2024. 37 opened new positions and 10 sold out. The largest holders were Gradient Investments LLC ($112.1M), LPL Financial LLC ($42.3M) and Private Advisor Group, LLC ($33.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neos S&P 500 High Income ETF
- Filed as
- NEOS ETF TRUST (Q4 2024)
- CUSIP
- 78433H303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $43.6M |
| Exits | 10 | $5.4M |
All 13F filers, Q3 2024 → Q4 2024: 3,037,792 shares bought and 138,519 shares sold, net +2,899,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Gradient Investments LLC | 2.27% | Add +24.4% | 2,205,348 | $112.1M |
| LPL Financial LLC | 0.02% | Add +27.1% | 831,693 | $42.3M |
| Private Advisor Group, LLC | 0.19% | Add +397.8% | 664,748 | $33.8M |
| Stifel Financial Corp. | 0.03% | Add +16.1% | 503,357 | $25.6M |
| Second Half Financial Partners, LLC | 11.27% | New | 454,000 | $23.1M |
| Renaissance Technologies | 0.01% | Add +50.0% | 199,600 | $10.1M |
| Brown Financial Advisors | 4.05% | Add +20.5% | 198,198 | $10.1M |
| MML Investors Services, LLC | 0.03% | Add +12.2% | 173,708 | $8.8M |
| Mattson Financial Services, LLC | 2.74% | Add +1948.6% | 168,173 | $8.6M |
| International Assets Investment Management, LLC | 0.67% | Add +1.0% | 156,793 | $8.0M |
| Cascade Wealth Advisors, Inc | 5.13% | Add +22.0% | 149,276 | $7.6M |
| Crescent Grove Advisors, LLC | 0.63% | Add +339.0% | 125,059 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +97.6% | 103,548 | $5.3M |
| UBS Group AG | 0.00% | Add +103.7% | 95,330 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -9.5% | 81,009 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -9.5% | 81,009 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.7% | 70,098 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +32.1% | 66,721 | $3.4M |
| Independent Advisor Alliance | 0.04% | New | 58,741 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +66.5% | 58,193 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +7.4% | 55,316 | $2.8M |
| Smith, Moore & Co. | 0.25% | Add +10.3% | 54,847 | $2.8M |
| Unique Wealth, LLC | 0.58% | Reduce -10.6% | 54,837 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +27.9% | 52,922 | $2.7M |
| Palacios Wealth Management, LLC | 2.87% | — | 51,839 | $2.7M |
| Delta Investment Management, LLC | 0.51% | Add +27.3% | 51,595 | $2.6M |
| Waverly Advisors, LLC | 0.04% | Add +13.8% | 51,196 | $2.6M |
| Citadel Advisors | 0.00% | Add +47.7% | 50,948 | $2.6M |
| Gainplan LLC | 0.93% | Add +137.7% | 47,939 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +5.1% | 47,848 | $2.4M |
| Guardian Financial Partners, LLC | 1.38% | Add +8.3% | 45,863 | $2.3M |
| High Net Worth Advisory Group LLC | 0.64% | Add +59.0% | 45,420 | $2.3M |
| Paladin Wealth, LLC | 1.98% | Add +36.8% | 45,023 | $2.3M |
| NFSG Corp | 0.53% | Add +49.6% | 40,574 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +3.5% | 40,231 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +28.7% | 38,374 | $2.0M |
| Cascade Investment Group, Inc. | 1.35% | Add +2.2% | 37,180 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +511.1% | 36,505 | $1.9M |
| PFG Investments, LLC | 0.11% | Add +67.1% | 36,237 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +0.7% | 35,183 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +63.7% | 34,996 | $1.8M |
| Mariner, LLC | 0.00% | Add +63.7% | 32,631 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +37.6% | 32,083 | $1.6M |
| IFG Advisory, LLC | 0.09% | New | 30,872 | $1.6M |
| Insigneo Advisory Services, LLC | 0.16% | Add +86.1% | 29,714 | $1.5M |
| Steele Capital Management, Inc. | 0.08% | New | 29,500 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 29,101 | $1.5M |
| Fortress Wealth Management, Inc. | 0.70% | Add +7.8% | 28,356 | $1.4M |
| Owen LaRue, LLC | 0.75% | Add +106.8% | 28,202 | $1.4M |
| Brown, Lisle/Cummings, Inc. | 0.42% | Reduce -1.9% | 27,950 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -0.4% | 26,750 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +128.2% | 26,475 | $1.3M |
| RFG Advisory, LLC | 0.04% | Add +134.8% | 24,768 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | New | 22,578 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 22,415 | $1.1M |
| CAP Partners, LLC | 0.73% | Add +7.8% | 20,412 | $1.0M |
| PDS Planning, Inc | 0.09% | No change | 20,316 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +152.9% | 20,232 | $1.0M |
| Defender Capital, LLC. | 0.37% | New | 20,000 | $1.0M |
| Spire Wealth Management | 0.03% | New | 19,666 | $999K |
| Independent Financial Group, LLC | 0.03% | Add +292.3% | 19,637 | $998K |
| Moloney Securities Asset Management, LLC | 0.13% | Add +52.3% | 19,217 | $977K |
| IFP Advisors, Inc | 0.03% | Add +373.6% | 19,192 | $975K |
| Claro Advisors Inc. | 0.13% | Add +18.8% | 18,937 | $962K |
| Reyes Financial Architecture, Inc. | 0.71% | — | 17,809 | $905K |
| World Equity Group, Inc. | 0.19% | New | 17,294 | $879K |
| Triumph Capital Management | 0.29% | Reduce -2.7% | 16,450 | $836K |
| Jupiter Wealth Management LLC | 0.42% | No change | 16,299 | $828K |
| Cary Street Partners Financial LLC | 0.03% | — | 16,032 | $815K |
| Willner & Heller, LLC | 0.67% | Reduce -11.7% | 15,038 | $764K |
| Camarda Financial Advisors, LLC | 0.28% | Add +5.3% | 14,622 | $743K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,392 | $731K |
| Arete Wealth Advisors, LLC | 0.05% | Add +1.7% | 14,298 | $728K |
| Westbourne Investments, Inc. | 0.42% | — | 14,185 | $721K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +40.0% | 14,000 | $714K |
| Heck Capital Advisors, LLC | 0.08% | Add +871.5% | 13,921 | $707K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +242.7% | 13,880 | $705K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 13,519 | $687K |
| HBW Advisory Services LLC | 0.07% | Reduce -4.0% | 13,445 | $683K |
| Grantvest Financial Group LLC | 0.75% | — | 13,178 | $670K |
| Weaver Consulting Group | 0.20% | New | 12,775 | $649K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.4% | 12,766 | $649K |
| NewEdge Wealth, LLC | 0.01% | Reduce -8.0% | 12,753 | $648K |
| CoreCap Advisors, LLC | 0.03% | Add +30.8% | 12,551 | $638K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +82.7% | 12,145 | $617K |
| Integrated Wealth Concepts LLC | 0.01% | Add +15.2% | 12,021 | $611K |
| Diversify Wealth Management, LLC | 0.05% | Add +5.1% | 12,044 | $609K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Add +157.8% | 11,806 | $600K |
| Napa Wealth Management | 0.25% | Add +38.9% | 11,330 | $576K |
| Northeast Financial Consultants Inc | 0.02% | Add +12.3% | 10,944 | $556K |
| Seaview Investment Managers LLC | 0.15% | New | 10,921 | $555K |
| DAVENPORT & Co LLC | 0.00% | Reduce -8.6% | 10,700 | $544K |
| Milestone Asset Management, LLC | 0.12% | New | 10,473 | $532K |
| IHT Wealth Management, LLC | 0.02% | Add +7.7% | 10,398 | $528K |
| Leo Wealth, LLC | 0.04% | Reduce -0.3% | 9,874 | $502K |
| Centennial Bank | 0.23% | Add +60.9% | 9,713 | $494K |
| ELCO Management Co., LLC | 0.26% | No change | 9,575 | $487K |
| Wellington Wealth Strategies, LLC. | 0.44% | New | 796 | $485K |
| Morgan Stanley | 0.00% | Add +196.5% | 9,321 | $474K |
| Sheets Smith Wealth Management | 0.06% | Add +52.9% | 8,980 | $456K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 8,625 | $438K |
| Brown Advisory Inc. | 0.00% | New | 8,378 | $426K |
| Intrua Financial, LLC | 0.07% | Add +2.3% | 8,294 | $421K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +8.7% | 8,145 | $414K |
| AE Wealth Management LLC | 0.00% | Add +26.3% | 8,088 | $411K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +21.8% | 8,075 | $410K |
| MBL Wealth, LLC | 0.04% | New | 8,000 | $407K |
| Creative Planning | 0.00% | Add +33.9% | 7,992 | $406K |
| Ameritas Advisory Services, LLC | 0.01% | Add +15.0% | 7,769 | $395K |
| Grant/GrossMendelsohn, LLC | 0.20% | Add +33.9% | 7,556 | $384K |
| Compound Planning, Inc. | 0.02% | Add +26.6% | 7,143 | $363K |
| Money Concepts Capital Corp. | 0.03% | New | 7,090 | $360K |
| Quartz Partners, LLC | 0.22% | Add +29.9% | 7,039 | $358K |
| US Bancorp \de | 0.00% | Add +16.7% | 7,000 | $356K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -13.3% | 6,822 | $348K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 6,694 | $340K |
| Novak & Powell Financial Services, Inc. | 0.20% | Add +13.1% | 6,651 | $338K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 6,458 | $328K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,341 | $322K |
| Snowden Capital Advisors LLC | 0.01% | New | 5,985 | $304K |
| PNC Financial Services Group, Inc. | 0.00% | Add +47.6% | 5,876 | $299K |
| PFG Advisors | 0.02% | Add +7.5% | 5,847 | $297K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +13.8% | 5,532 | $281K |
| Garden State Investment Advisory Services LLC | 0.08% | New | 5,322 | $270K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,126 | $261K |
| FSA Advisors, Inc. | 0.31% | New | 5,010 | $255K |
| Perennial Investment Advisors, LLC | 0.03% | Add +1.2% | 5,007 | $254K |
| Carolinas Wealth Consulting LLC | 0.05% | No change | 4,791 | $243K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 4,695 | $239K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -11.4% | 4,654 | $237K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 4,436 | $225K |
| Bank of America Corp. | 0.00% | New | 4,338 | $220K |
| Allworth Financial LP | 0.00% | New | 3,238 | $167K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,095 | $157K |
| MCF Advisors LLC | 0.01% | Add +2548.3% | 3,072 | $156K |
| Castleview Partners, LLC | 0.08% | Add +2.7% | 3,037 | $154K |
| Private Trust Co. NA | 0.02% | New | 3,000 | $152K |
| Continuum Advisory, LLC | 0.02% | Add +8.3% | 2,619 | $133K |
| MGB Wealth Management, LLC | 0.04% | No change | 2,500 | $127K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 2,198 | $112K |
| Atticus Wealth Management, LLC | 0.03% | Add +1.5% | 2,071 | $105K |
| HBC Financial Services, PLLC | 0.06% | Add +1.0% | 2,014 | $102K |
| Montag A & Associates Inc. | 0.00% | Add +27.8% | 1,194 | $61K |
| Creative Financial Designs Inc. | 0.00% | Reduce -38.9% | 1,100 | $56K |
| Anfield Capital Management, LLC | 0.02% | New | 1,086 | $55K |
| MAI Capital Management | 0.00% | New | 650 | $33K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.3% | 650 | $33K |
| Cwm, LLC | 0.00% | Add +2.2% | 423 | $22K |
| Principal Securities, Inc. | 0.00% | Add +1.1% | 356 | $18K |
| Raleigh Capital Management Inc. | 0.01% | No change | 325 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | Add +3.7% | 250 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 249 | $13K |
| Hollencrest Capital Management | 0.00% | New | 238 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 221 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | New | 202 | $10K |
| Global Retirement Partners, LLC | 0.00% | Add +3.1% | 132 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 100 | $5K |
| Sunbelt Securities, Inc. | 0.00% | New | 85 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 75 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Add +461.5% | 73 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.6% | 74 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +450.0% | 66 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 37 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 25 | $1K |
| Decker Retirement Planning Inc. | 0.00% | — | 2 | $102 |
| FMR LLC | 0.00% | Reduce -99.2% | 2 | $102 |
| Wells Fargo & Company | 0.00% | Reduce -99.3% | 2 | $97 |
| Robbins Farley | 0.00% | New | 1 | $51 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 1 | $51 |
"% of holder's portfolio" is SPYI's weight in each manager's 13F, not the share of Neos S&P 500 High Income ETF the manager owns.