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Bay Capital Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Bay Capital Advisors’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
Q2 		$961K Buy
18,096
+984
+6% +$51.8K 0.52% 36
2026
Q1 		$845K Buy
17,112
+1,827
+12% +$94.7K 0.52% 35
2025
Q4 		$803K Buy
+15,285
New +$802K 0.49% 39

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Bay Capital Advisors's SPYI Position: Q2 2026 in Review

Bay Capital Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 5.8% in Q2 2026, buying an estimated $51.8K and bringing the position to 18,096 shares worth $961K. The position accounts for 0.52% of the portfolio, ranked #36.

Bay Capital Advisors first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Bay Capital Advisors held 18,096 shares of NEOS S&P 500 High Income ETF worth $961K as of Q2 2026.
  • Bay Capital Advisors bought 984 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $51.8K.
  • NEOS S&P 500 High Income ETF made up 0.52% of Bay Capital Advisors's portfolio in Q2 2026, its #36 holding.
  • Bay Capital Advisors first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.