Atticus Wealth Management
SPYI icon

Atticus Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Atticus Wealth 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
Q3 		$449K Buy
+8,449
New +$451K 0.1% 120
2025
Q3 		– Sell
-2,124
Closed -$107K – 574
2025
Q2 		$107K Buy
2,124
+32
+2% +$1.54K 0.03% 238
2025
Q1 		$100K Buy
2,092
+21
+1% +$1.06K 0.03% 164
2024
Q4 		$105K Buy
2,071
+30
+1% +$1.55K 0.03% 162
2024
Q3 		$105K Buy
2,041
+10
+0.5% +$503 0.03% 167
2024
Q2 		$102K Buy
+2,031
New +$101K 0.03% 165

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Atticus Wealth Management's SPYI Position: Q3 2026 in Review

Atticus Wealth Management opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2026: 8,449 shares worth $449K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings. This is a return to the name: Atticus Wealth Management previously reported a position in SPYI as recently as Q2 2025.

Atticus Wealth Management first reported a position in SPYI in Q2 2024 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Atticus Wealth Management held 8,449 shares of NEOS S&P 500 High Income ETF worth $449K as of Q3 2026.
  • NEOS S&P 500 High Income ETF was a new Atticus Wealth Management position in Q3 2026.
  • NEOS S&P 500 High Income ETF made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Atticus Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.