Belvedere Trading
SPYI icon

Belvedere Trading’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Belvedere Trading’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 		$2.65M Buy
+50,000
New +$2.63M ﹤0.01% 111
2024
Q3 		– Sell
-10,000
Closed -$502K – 915
2024
Q2 		$502K Buy
+10,000
New +$496K ﹤0.01% 181

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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Belvedere Trading's SPYI Position: Q4 2025 in Review

Belvedere Trading sold out of NEOS S&P 500 High Income ETF (SPYI) in Q4 2025, closing a stake of 7,701 shares — an estimated $403K sold.

Belvedere Trading first reported a position in SPYI in Q2 2024 and held it in 2 quarters. The position peaked at $403K in Q3 2025. 351 funds tracked by Wall St. Rank hold SPYI as of Q4 2025.

  • Belvedere Trading reported no remaining NEOS S&P 500 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Belvedere Trading sold 7,701 NEOS S&P 500 High Income ETF shares in Q4 2025, an estimated $403K.
  • Belvedere Trading first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and held it in 2 quarters.
  • Belvedere Trading's NEOS S&P 500 High Income ETF position peaked at $403K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2025.

Based on Belvedere Trading's 13F filing for Q4 2025, filed 10 Feb 2026.