Capital & Planning LLC Acquires 10,568 Shares of NEOS S&P 500 High Income ETF $SPYI

Capital & Planning LLC increased its holdings in shares of NEOS S&P 500 High Income ETF (BATS:SPYI) by 55.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 29,712 shares of the company’s stock after acquiring an additional 10,568 shares during the quarter. Capital & Planning LLC’s holdings in NEOS S&P 500 High Income ETF were worth $1,563,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Capital Investment Advisors LLC bought a new stake in shares of NEOS S&P 500 High Income ETF in the third quarter valued at $669,000. RFG Advisory LLC raised its stake in shares of NEOS S&P 500 High Income ETF by 67.6% in the third quarter. RFG Advisory LLC now owns 64,834 shares of the company’s stock valued at $3,391,000 after buying an additional 26,159 shares during the period. Corient Private Wealth LLC bought a new stake in shares of NEOS S&P 500 High Income ETF in the second quarter valued at $1,286,000. Fiduciary Alliance LLC bought a new stake in shares of NEOS S&P 500 High Income ETF in the third quarter valued at $699,000. Finally, Capital Advisory Group Advisory Services LLC raised its stake in shares of NEOS S&P 500 High Income ETF by 27.8% in the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 74,828 shares of the company’s stock valued at $3,931,000 after buying an additional 16,266 shares during the period.

NEOS S&P 500 High Income ETF Price Performance

Shares of SPYI opened at $51.11 on Friday. The firm has a market cap of $4.22 billion, a PE ratio of 25.58 and a beta of 0.71. The stock’s fifty day moving average price is $51.17 and its two-hundred day moving average price is $52.07. NEOS S&P 500 High Income ETF has a 1 year low of $43.91 and a 1 year high of $53.38.

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.