Cascade Wealth Advisors Inc Takes $3.34 Million Position in NEOS S&P 500 High Income ETF (BATS:SPYI)

Cascade Wealth Advisors Inc acquired a new stake in shares of NEOS S&P 500 High Income ETF (BATS:SPYIFree Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 67,483 shares of the company’s stock, valued at approximately $3,337,000. NEOS S&P 500 High Income ETF makes up 2.8% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 12th largest holding. Cascade Wealth Advisors Inc owned approximately 0.31% of NEOS S&P 500 High Income ETF at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in SPYI. International Assets Investment Management LLC lifted its holdings in shares of NEOS S&P 500 High Income ETF by 8,041.0% in the 4th quarter. International Assets Investment Management LLC now owns 1,321,528 shares of the company’s stock valued at $63,698,000 after acquiring an additional 1,305,295 shares during the last quarter. Gradient Investments LLC lifted its holdings in shares of NEOS S&P 500 High Income ETF by 214.8% in the 4th quarter. Gradient Investments LLC now owns 264,027 shares of the company’s stock valued at $12,726,000 after acquiring an additional 180,164 shares during the last quarter. Stifel Financial Corp lifted its holdings in shares of NEOS S&P 500 High Income ETF by 75.6% in the 4th quarter. Stifel Financial Corp now owns 167,593 shares of the company’s stock valued at $8,078,000 after acquiring an additional 72,143 shares during the last quarter. Unique Wealth LLC bought a new position in shares of NEOS S&P 500 High Income ETF in the 1st quarter valued at about $5,130,000. Finally, Camarda Financial Advisors LLC bought a new position in shares of NEOS S&P 500 High Income ETF in the 3rd quarter valued at about $2,777,000.

NEOS S&P 500 High Income ETF Trading Up 0.1 %

Shares of BATS SPYI opened at $50.16 on Thursday. The company has a market capitalization of $1.27 billion, a P/E ratio of 21.64 and a beta of 0.69. The stock has a 50-day moving average price of $49.56 and a 200-day moving average price of $49.31.

NEOS S&P 500 High Income ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Friday, May 24th. Shareholders of record on Thursday, May 23rd were paid a $0.4997 dividend. The ex-dividend date was Wednesday, May 22nd.

NEOS S&P 500 High Income ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for NEOS S&P 500 High Income ETF (BATS:SPYI)

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