Marshall & Sterling Wealth Advisors Inc. Purchases 79,545 Shares of NEOS S&P 500 High Income ETF $SPYI

Marshall & Sterling Wealth Advisors Inc. grew its position in NEOS S&P 500 High Income ETF (BATS:SPYI) by 1,436.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 85,083 shares of the company’s stock after purchasing an additional 79,545 shares during the quarter. NEOS S&P 500 High Income ETF comprises approximately 3.0% of Marshall & Sterling Wealth Advisors Inc.’s investment portfolio, making the stock its 10th biggest position. Marshall & Sterling Wealth Advisors Inc. owned about 0.10% of NEOS S&P 500 High Income ETF worth $4,469,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Pasadena Private Wealth LLC increased its stake in NEOS S&P 500 High Income ETF by 8.0% during the 4th quarter. Pasadena Private Wealth LLC now owns 8,177 shares of the company’s stock worth $430,000 after acquiring an additional 607 shares during the period. Weaver Consulting Group increased its stake in NEOS S&P 500 High Income ETF by 89.7% during the 4th quarter. Weaver Consulting Group now owns 10,135 shares of the company’s stock worth $532,000 after acquiring an additional 4,793 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in NEOS S&P 500 High Income ETF by 69.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 78,664 shares of the company’s stock worth $4,132,000 after acquiring an additional 32,181 shares during the period. Novak & Powell Financial Services Inc. increased its stake in NEOS S&P 500 High Income ETF by 3.5% during the 4th quarter. Novak & Powell Financial Services Inc. now owns 8,864 shares of the company’s stock worth $466,000 after acquiring an additional 303 shares during the period. Finally, Foundations Investment Advisors LLC increased its stake in NEOS S&P 500 High Income ETF by 9.6% during the 4th quarter. Foundations Investment Advisors LLC now owns 31,384 shares of the company’s stock worth $1,649,000 after acquiring an additional 2,750 shares during the period.

NEOS S&P 500 High Income ETF Price Performance

NEOS S&P 500 High Income ETF stock opened at $53.82 on Friday. The stock’s fifty day moving average price is $51.73 and its two-hundred day moving average price is $52.18. NEOS S&P 500 High Income ETF has a one year low of $47.77 and a one year high of $53.96. The firm has a market cap of $4.44 billion, a PE ratio of 25.58 and a beta of 0.71.

NEOS S&P 500 High Income ETF 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.