SPYI — NEOS ETF TRUST

Ownership history in Paladin Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Paladin Wealth, LLC reported a position in NEOS ETF TRUST (SPYI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.98% (2024 Q4)
Avg. % of fund
1.46%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 39,246 +4,560 +13.1% 1.41% $2.1M $50.96
2025 Q3 ADDED 34,686 +2,448 +7.6% 1.32% $1.8M $49.24
2025 Q2 ADDED 32,238 +1,003 +3.2% 1.26% $1.6M $45.97
2025 Q1 REDUCED 31,235 -13,788 -30.6% 1.34% $1.5M $42.43
2024 Q4 ADDED 45,023 +12,121 +36.8% 1.98% $2.3M $43.68
2024 Q3 INITIATED 32,902 — — 1.47% $1.7M $42.73
% of Fund (quarterly)    SPYI price (monthly, adj. close)

Other funds also holding SPYI

As of 2025 Q4 — sorted by position size

URS Advisory LLC 11.25% Second Half Financial Partners, LLC 3Y 9.44% Cascade Wealth Advisors, Inc 8.04% MADDEN SECURITIES Corp 3Y 6.82% RiverTree Advisors, LLC 3Y 3.73% Independence Wealth Advisors, LLC 3.04% FSA Advisors, Inc. 2.39% Brown Financial Advisors 2.32% Investment Partners Asset Management, Inc. 2.31% PVG ASSET MANAGEMENT CORP 3Y 7Y 2.23%
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