Abel Hall LLC
SPYI icon

Abel Hall LLC’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Abel Hall LLC’s Portfolio SPYI Stock Details SPYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$266K Hold
5,000
– – 0.05% 503
2026
Q2 		$265K Hold
5,000
– – 0.05% 550
2026
Q1 		$247K Hold
5,000
– – 0.05% 504
2025
Q4 		$263K Hold
5,000
– – 0.06% 401
2025
Q3 		$262K Hold
5,000
– – 0.11% 200
2025
Q2 		$252K Buy
+5,000
New +$240K 0.12% 189

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Abel Hall LLC's SPYI Position: Q3 2026 in Review

Abel Hall LLC held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q3 2026 at 5,000 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #503.

Abel Hall LLC first reported a position in SPYI in Q2 2025 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Abel Hall LLC held 5,000 shares of NEOS S&P 500 High Income ETF worth $266K as of Q3 2026.
  • Abel Hall LLC left its NEOS S&P 500 High Income ETF share count unchanged in Q3 2026.
  • NEOS S&P 500 High Income ETF made up 0.05% of Abel Hall LLC's portfolio in Q3 2026, its #503 holding.
  • Abel Hall LLC first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 432 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.