Neos S&P 500 High Income ETFSPYIETF
13F holders, Q1 2025 (March 31)193holders +24
43new positions
17sold out
2famous investors
$47.84avg. 13F price*
At the end of Q1 2025, 193 institutions reported holding Neos S&P 500 High Income ETF (SPYI) in their 13F filings, up 24 from Q4 2024. 43 opened new positions and 17 sold out. The largest holders were Gradient Investments LLC ($78.6M), LPL Financial LLC ($61.8M) and Stifel Financial Corp. ($26.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Neos S&P 500 High Income ETF
- Filed as
- NEOS ETF TRUST (Q1 2025)
- CUSIP
- 78433H303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $34.0M |
| Exits | 17 | $8.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,229,888 shares bought and 1,653,488 shares sold, net +576,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Gradient Investments LLC | 1.59% | Reduce -25.5% | 1,642,236 | $78.6M |
| LPL Financial LLC | 0.02% | Add +55.2% | 1,290,478 | $61.8M |
| Stifel Financial Corp. | 0.03% | Add +8.5% | 545,951 | $26.1M |
| Second Half Financial Partners, LLC | 9.67% | Reduce -10.3% | 407,415 | $19.5M |
| Private Advisor Group, LLC | 0.11% | Reduce -43.3% | 376,875 | $18.0M |
| Cascade Wealth Advisors, Inc | 8.53% | Add +78.4% | 266,248 | $12.3M |
| MML Investors Services, LLC | 0.03% | Add +18.9% | 206,457 | $9.9M |
| International Assets Investment Management, LLC | 0.65% | Reduce -1.0% | 155,266 | $7.4M |
| UBS Group AG | 0.00% | Add +32.8% | 126,639 | $6.1M |
| Brown Financial Advisors | 2.43% | Reduce -37.9% | 123,016 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +14.6% | 118,632 | $5.7M |
| Mattson Financial Services, LLC | 1.62% | Reduce -33.0% | 112,686 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.38% | New | 104,482 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +59.1% | 92,589 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +34.5% | 89,751 | $4.3M |
| American Alpha Advisors, LLC | 3.76% | New | 88,596 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +4.3% | 84,505 | $4.0M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +4.3% | 84,505 | $4.0M |
| 3EDGE Asset Management, LP | 0.27% | New | 81,613 | $3.9M |
| Steele Capital Management, Inc. | 0.20% | Add +175.9% | 81,400 | $3.9M |
| Delta Investment Management, LLC | 0.72% | Add +43.4% | 73,990 | $3.5M |
| MADDEN SECURITIES Corp | 1.35% | New | 72,885 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +99.6% | 72,853 | $3.5M |
| Independent Financial Group, LLC | 0.12% | Add +267.9% | 72,250 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +432.9% | 72,049 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +479.1% | 70,329 | $3.4M |
| Independent Advisor Alliance | 0.10% | Add +13.0% | 66,392 | $3.2M |
| Waverly Advisors, LLC | 0.04% | Add +27.0% | 65,010 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +17.5% | 62,184 | $3.0M |
| SCS Capital Management LLC | 0.04% | New | 58,986 | $2.8M |
| Smith, Moore & Co. | 0.25% | Add +4.5% | 57,324 | $2.7M |
| Palacios Wealth Management, LLC | 2.03% | Add +10.1% | 57,060 | $2.7M |
| NFSG Corp | 0.65% | Add +38.4% | 56,156 | $2.7M |
| PFG Investments, LLC | 0.17% | Add +52.3% | 55,195 | $2.6M |
| High Net Worth Advisory Group LLC | 0.68% | Add +11.6% | 50,676 | $2.4M |
| IFG Advisory, LLC | 0.13% | Add +62.9% | 50,283 | $2.4M |
| Guardian Financial Partners, LLC | 1.13% | Add +7.8% | 49,427 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +113.0% | 47,750 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +47.5% | 47,331 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -10.0% | 45,833 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +18.7% | 45,564 | $2.2M |
| RFG Advisory, LLC | 0.06% | Add +81.4% | 44,925 | $2.2M |
| Stephens Inc. | 0.03% | Add +67.3% | 44,740 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +215.9% | 43,849 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.7% | 40,870 | $2.0M |
| Unique Wealth, LLC | 0.37% | Reduce -26.4% | 40,386 | $1.9M |
| RiverTree Advisors, LLC | 1.22% | New | 37,921 | $1.8M |
| Owen LaRue, LLC | 0.89% | Add +32.5% | 37,364 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +5.6% | 37,163 | $1.8M |
| Cascade Investment Group, Inc. | 1.36% | Reduce -0.4% | 37,040 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +39.4% | 36,897 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +78.4% | 36,099 | $1.7M |
| Gainplan LLC | 1.12% | Reduce -24.9% | 36,011 | $1.7M |
| Mutual Advisors, LLC | 0.05% | New | 36,211 | $1.7M |
| Insigneo Advisory Services, LLC | 0.17% | Add +18.2% | 35,122 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 34,911 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -14.4% | 34,438 | $1.6M |
| Paladin Wealth, LLC | 1.34% | Reduce -30.6% | 31,235 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +37.2% | 30,973 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.08% | New | 30,190 | $1.4M |
| HBW Advisory Services LLC | 0.20% | Add +116.5% | 29,107 | $1.4M |
| Brown, Lisle/Cummings, Inc. | 0.40% | Add +1.9% | 28,475 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -13.0% | 28,400 | $1.4M |
| Lee Johnson Capital Management, LLC | 0.72% | New | 28,398 | $1.4M |
| Claro Advisors Inc. | 0.18% | Add +47.5% | 27,927 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +41.2% | 27,133 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -86.7% | 26,600 | $1.3M |
| Fortress Wealth Management, Inc. | 0.66% | Reduce -6.9% | 26,388 | $1.3M |
| Grantvest Financial Group LLC | 1.00% | Add +95.1% | 25,707 | $1.2M |
| CAP Partners, LLC | 0.85% | Add +19.6% | 24,414 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +82.0% | 23,230 | $1.1M |
| PDS Planning, Inc | 0.09% | Add +9.7% | 22,283 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Reduce -82.3% | 22,083 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Add +145.0% | 22,005 | $1.1M |
| FSA Advisors, Inc. | 0.79% | Add +316.0% | 20,841 | $998K |
| Banco BTG Pactual S.A. | 0.24% | New | 19,959 | $956K |
| Truist Financial Corp. | 0.00% | Reduce -58.5% | 19,869 | $952K |
| Jupiter Wealth Management LLC | 0.57% | Add +16.6% | 18,999 | $943K |
| Key Client Fiduciary Advisors, LLC | 0.39% | Add +50.8% | 17,801 | $853K |
| Triumph Capital Management | 0.27% | Add +4.0% | 17,105 | $819K |
| Harbour Investments, Inc. | 0.02% | Add +22943.2% | 17,052 | $817K |
| Arete Wealth Advisors, LLC | 0.06% | Add +18.7% | 16,977 | $813K |
| Diversify Wealth Management, LLC | 0.06% | Add +40.8% | 16,963 | $801K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.1% | 16,709 | $800K |
| Heck Capital Advisors, LLC | 0.09% | Add +17.0% | 16,282 | $780K |
| Weaver Consulting Group | 0.23% | Add +24.3% | 15,875 | $760K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.2% | 15,682 | $751K |
| Milestone Asset Management, LLC | 0.16% | Add +47.7% | 15,465 | $741K |
| Seaview Investment Managers LLC | 0.18% | Add +40.6% | 15,357 | $735K |
| CoreCap Advisors, LLC | 0.03% | Add +11.3% | 13,976 | $669K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 14,000 | $667K |
| IFP Advisors, Inc | 0.02% | Reduce -29.4% | 13,555 | $649K |
| IHT Wealth Management, LLC | 0.02% | Add +28.4% | 13,348 | $639K |
| Camarda Financial Advisors, LLC | 0.28% | Reduce -10.0% | 13,166 | $631K |
| Astoria Portfolio Advisors LLC. | 0.21% | New | 13,626 | $623K |
| Belpointe Asset Management LLC | 0.03% | New | 12,940 | $620K |
| NewEdge Wealth, LLC | 0.01% | No change | 12,753 | $611K |
| Reyes Financial Architecture, Inc. | 0.44% | Reduce -30.6% | 12,359 | $592K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +111.8% | 11,719 | $561K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 11,662 | $558K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 11,589 | $555K |
| Centennial Bank | 0.26% | Add +16.1% | 11,276 | $540K |
| PNC Financial Services Group, Inc. | 0.00% | Add +90.9% | 11,215 | $537K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +75.0% | 11,096 | $531K |
| Northeast Financial Consultants Inc | 0.02% | No change | 10,944 | $524K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16413.6% | 10,899 | $522K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +33.5% | 10,872 | $521K |
| Kingsview Wealth Management, LLC | 0.01% | New | 10,808 | $518K |
| Intrua Financial, LLC | 0.08% | Add +30.1% | 10,788 | $517K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.6% | 10,749 | $515K |
| Grant/GrossMendelsohn, LLC | 0.28% | Add +40.5% | 10,616 | $499K |
| Money Concepts Capital Corp. | 0.04% | Add +42.3% | 10,088 | $483K |
| Westbourne Investments, Inc. | 0.29% | Reduce -30.6% | 9,845 | $471K |
| Willner & Heller, LLC | 0.44% | Reduce -34.6% | 9,839 | $471K |
| Brown Advisory Inc. | 0.00% | Add +16.4% | 9,748 | $467K |
| Wolverine Trading, LLC | 0.01% | New | 9,735 | $463K |
| ELCO Management Co., LLC | 0.26% | Add +0.5% | 9,625 | $461K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +42.6% | 9,208 | $441K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.1% | 7,855 | $396K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 7,720 | $370K |
| DAVENPORT & Co LLC | 0.00% | Reduce -29.9% | 7,500 | $359K |
| Bank of America Corp. | 0.00% | Add +72.7% | 7,491 | $359K |
| Brookwood Investment Group LLC | 0.06% | — | 7,457 | $357K |
| Creative Planning | 0.00% | Reduce -8.2% | 7,340 | $352K |
| Quartz Partners, LLC | 0.21% | Add +1.3% | 7,129 | $341K |
| US Bancorp \de | 0.00% | No change | 7,000 | $335K |
| Tme Financial, Inc. | 0.29% | New | 6,969 | $334K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.6% | 6,933 | $330K |
| Sanctuary Advisors, LLC | 0.00% | New | 6,855 | $328K |
| Compound Planning, Inc. | 0.01% | Reduce -4.2% | 6,842 | $328K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -22.3% | 6,698 | $321K |
| Novak & Powell Financial Services, Inc. | 0.20% | Add +0.1% | 6,654 | $319K |
| Garden State Investment Advisory Services LLC | 0.10% | Add +22.9% | 6,539 | $313K |
| World Equity Group, Inc. | 0.09% | Reduce -62.9% | 6,419 | $307K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.7% | 6,145 | $294K |
| PFG Advisors | 0.02% | Add +4.5% | 6,108 | $292K |
| GWN Securities Inc. | 0.02% | New | 6,016 | $288K |
| Latitude Advisors, LLC | 0.17% | New | 6,016 | $288K |
| Naviter Wealth, LLC | 0.03% | New | 5,835 | $278K |
| Private Trust Co. NA | 0.03% | Add +92.1% | 5,764 | $276K |
| Perennial Investment Advisors, LLC | 0.03% | Add +6.4% | 5,327 | $255K |
| Brookstone Capital Management | 0.00% | New | 5,325 | $255K |
| Arkadios Wealth Advisors | 0.01% | New | 5,107 | $245K |
| MBL Wealth, LLC | 0.02% | Reduce -37.5% | 5,000 | $239K |
| MCF Advisors LLC | 0.02% | Add +58.5% | 4,868 | $233K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 4,865 | $233K |
| Carolinas Wealth Consulting LLC | 0.05% | Reduce -0.0% | 4,790 | $229K |
| Atria Investments, Inc | 0.00% | New | 4,766 | $228K |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.4% | 4,728 | $226K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -4.2% | 4,461 | $214K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 4,340 | $208K |
| Pasadena Private Wealth, LLC | 0.04% | New | 4,230 | $203K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,196 | $201K |
| Morgan Stanley | 0.00% | Reduce -60.4% | 3,689 | $177K |
| Montag A & Associates Inc. | 0.01% | Add +168.2% | 3,202 | $153K |
| Allworth Financial LP | 0.00% | Reduce -9.8% | 2,922 | $136K |
| AE Wealth Management LLC | 0.00% | Reduce -67.1% | 2,659 | $127K |
| Continuum Advisory, LLC | 0.02% | No change | 2,619 | $125K |
| BlackRock, Inc. | 0.00% | New | 2,545 | $122K |
| Cwm, LLC | 0.00% | Add +493.4% | 2,510 | $120K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +10.1% | 2,419 | $116K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,155 | $103K |
| Semmax Financial Advisors Inc. | 0.03% | New | 2,136 | $102K |
| Atticus Wealth Management, LLC | 0.03% | Add +1.0% | 2,092 | $100K |
| NewEdge Advisors, LLC | 0.00% | Add +215.1% | 2,048 | $98K |
| GHP Investment Advisors, Inc. | 0.00% | Add +536.8% | 1,592 | $76K |
| Spire Wealth Management | 0.00% | Reduce -93.5% | 1,274 | $61K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,100 | $53K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,086 | $52K |
| City State Bank | 0.02% | New | 1,000 | $48K |
| Vision Financial Markets LLC | 0.04% | New | 858 | $41K |
| MAI Capital Management | 0.00% | No change | 650 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 356 | $18K |
| Activest Wealth Management | 0.00% | New | 376 | $18K |
| Wells Fargo & Company | 0.00% | Add +15000.0% | 302 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 249 | $13K |
| Chilton Capital Management LLC | 0.00% | New | 250 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 221 | $10K |
| Missouri Trust & Investment Co | 0.00% | New | 143 | $7K |
| Silicon Valley Capital Partners | 0.00% | New | 102 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 100 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 100 | $5K |
| HighMark Wealth Management LLC | 0.00% | New | 87 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 85 | $4K |
| FMR LLC | 0.00% | Add +4150.0% | 85 | $4K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 75 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Add +11.0% | 81 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 37 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 25 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 20 | $957 |
| Robbins Farley | 0.00% | Add +100.0% | 2 | $96 |
| Larson Financial Group LLC | 0.00% | New | 1 | $48 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 1 | $48 |
"% 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.