NEOS S&P 500 High Income ETF $SPYI Shares Acquired by Triad Wealth Partners LLC

Triad Wealth Partners LLC lifted its stake in NEOS S&P 500 High Income ETF (BATS:SPYI) by 93.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 30,888 shares of the company’s stock after buying an additional 14,952 shares during the quarter. Triad Wealth Partners LLC’s holdings in NEOS S&P 500 High Income ETF were worth $1,525,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. United Community Bank purchased a new position in NEOS S&P 500 High Income ETF during the fourth quarter valued at approximately $26,000. HFM Investment Advisors LLC purchased a new stake in NEOS S&P 500 High Income ETF in the 4th quarter worth approximately $27,000. Optima Capital LLC acquired a new stake in shares of NEOS S&P 500 High Income ETF during the 4th quarter worth approximately $37,000. Wells Fargo & Company MN grew its stake in shares of NEOS S&P 500 High Income ETF by 503.0% during the 4th quarter. Wells Fargo & Company MN now owns 796 shares of the company’s stock worth $42,000 after purchasing an additional 664 shares during the period. Finally, Federation des caisses Desjardins du Quebec increased its holdings in shares of NEOS S&P 500 High Income ETF by 32.3% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 820 shares of the company’s stock valued at $43,000 after purchasing an additional 200 shares in the last quarter.

NEOS S&P 500 High Income ETF Price Performance

BATS:SPYI opened at $53.05 on Friday. The company has a 50 day moving average price of $52.92 and a 200-day moving average price of $52.30. NEOS S&P 500 High Income ETF has a 1-year low of $47.77 and a 1-year high of $54.11. The firm has a market cap of $4.38 billion, a price-to-earnings ratio of 25.58 and a beta of 0.71.

About NEOS S&P 500 High Income ETF

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.