CCG Wealth Management LLC Makes New $778,000 Investment in NEOS S&P 500 High Income ETF $SPYI

CCG Wealth Management LLC purchased a new position in NEOS S&P 500 High Income ETF (BATS:SPYI) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 14,802 shares of the company’s stock, valued at approximately $778,000.

Several other large investors also recently modified their holdings of the business. Claro Advisors LLC increased its holdings in shares of NEOS S&P 500 High Income ETF by 1.2% in the third quarter. Claro Advisors LLC now owns 17,118 shares of the company’s stock worth $895,000 after acquiring an additional 200 shares in the last quarter. BCS Wealth Management boosted its position in shares of NEOS S&P 500 High Income ETF by 2.7% during the third quarter. BCS Wealth Management now owns 7,793 shares of the company’s stock worth $408,000 after buying an additional 203 shares during the period. CWA Asset Management Group LLC boosted its position in shares of NEOS S&P 500 High Income ETF by 3.0% during the fourth quarter. CWA Asset Management Group LLC now owns 9,540 shares of the company’s stock worth $501,000 after buying an additional 280 shares during the period. Cornerstone Wealth Management LLC boosted its position in shares of NEOS S&P 500 High Income ETF by 2.9% during the third quarter. Cornerstone Wealth Management LLC now owns 10,931 shares of the company’s stock worth $572,000 after buying an additional 305 shares during the period. Finally, Compound Planning Inc. boosted its position in shares of NEOS S&P 500 High Income ETF by 1.7% during the third quarter. Compound Planning Inc. now owns 20,111 shares of the company’s stock worth $1,052,000 after buying an additional 331 shares during the period.

NEOS S&P 500 High Income ETF Price Performance

SPYI stock opened at $49.93 on Wednesday. The stock has a market capitalization of $4.12 billion, a P/E ratio of 25.58 and a beta of 0.71. The business has a 50-day moving average of $51.28 and a 200-day moving average of $52.10. NEOS S&P 500 High Income ETF has a fifty-two week low of $42.30 and a fifty-two week high of $53.38.

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.