Anfield Capital Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Anfield Capital Management’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 Q1	$53.6K	Hold	1,086	–	–	0.01%	241
2025 Q4	$57K	Hold	1,086	–	–	0.02%	163
2025 Q3	$56.8K	Hold	1,086	–	–	0.02%	169
2025 Q2	$54.6K	Hold	1,086	–	–	0.02%	158
2025 Q1	$52K	Hold	1,086	–	–	0.02%	146
2024 Q4	$55.2K	Buy	+1,086	New	+$56.2K	0.02%	142

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Anfield Capital Management's SPYI Position: Q1 2026 in Review

Anfield Capital Management held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q1 2026 at 1,086 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #241.

Anfield Capital Management first reported a position in SPYI in Q4 2024 and has held it in 6 quarters since. The position peaked at $57K in Q4 2025. 395 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

Anfield Capital Management held 1,086 shares of NEOS S&P 500 High Income ETF worth $53.6K as of Q1 2026.
Anfield Capital Management left its NEOS S&P 500 High Income ETF share count unchanged in Q1 2026.
NEOS S&P 500 High Income ETF made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #241 holding.
Anfield Capital Management first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 6 quarters since.
Anfield Capital Management's NEOS S&P 500 High Income ETF position peaked at $57K in Q4 2025.
395 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.