NEOS S&P 500 High Income ETF $SPYI Shares Bought by Capital & Planning LLC

Capital & Planning LLC increased its holdings in NEOS S&P 500 High Income ETF (BATS:SPYI) by 131.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,710 shares of the company’s stock after purchasing an additional 40,130 shares during the quarter. NEOS S&P 500 High Income ETF accounts for 1.9% of Capital & Planning LLC’s holdings, making the stock its 26th biggest position. Capital & Planning LLC’s holdings in NEOS S&P 500 High Income ETF were worth $3,754,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. HFM Investment Advisors LLC bought a new position in shares of NEOS S&P 500 High Income ETF in the fourth quarter valued at $27,000. Root Financial Partners LLC boosted its stake in shares of NEOS S&P 500 High Income ETF by 79.2% during the 1st quarter. Root Financial Partners LLC now owns 577 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares in the last quarter. Continuum Advisory LLC bought a new stake in shares of NEOS S&P 500 High Income ETF during the 2nd quarter worth $32,000. Wells Fargo & Company MN grew its holdings in shares of NEOS S&P 500 High Income ETF by 503.0% in the 4th quarter. Wells Fargo & Company MN now owns 796 shares of the company’s stock worth $42,000 after acquiring an additional 664 shares during the last quarter. Finally, Advocate Investing Services LLC acquired a new stake in shares of NEOS S&P 500 High Income ETF during the first quarter worth $39,000.

NEOS S&P 500 High Income ETF Price Performance

Shares of NEOS S&P 500 High Income ETF stock opened at $53.86 on Tuesday. NEOS S&P 500 High Income ETF has a 12-month low of $47.77 and a 12-month high of $54.47. The firm has a market capitalization of $4.45 billion, a PE ratio of 25.58 and a beta of 0.71. The stock’s fifty day moving average is $53.44 and its 200-day moving average is $52.53.

NEOS S&P 500 High Income ETF Company Profile

The Neos S&P 500(R) High Income ETF (SPYI) is an exchange-traded fund that mostly invests in total market equity. The fund aims for tax-efficient and high monthly income by actively investing in stocks and options on the S&P 500 Index. The fund employs a call spread approach that uses SPX index option futures contracts. SPYI was launched on Aug 30, 2022 and is managed by Neos.