Betterment LLC
SPYI icon

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

Betterment 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
Q2 		$901K Buy
16,977
+4,738
+39% +$249K ﹤0.01% 372
2026
Q1 		$604K Buy
12,239
+7,702
+170% +$399K ﹤0.01% 399
2025
Q4 		$238K Buy
+4,537
New +$238K ﹤0.01% 526

Other funds holding SPYI

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's SPYI Position: Q2 2026 in Review

Betterment LLC increased its NEOS S&P 500 High Income ETF (SPYI) stake by 39% in Q2 2026, buying an estimated $249K and bringing the position to 16,977 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Betterment LLC first reported a position in SPYI in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Betterment LLC held 16,977 shares of NEOS S&P 500 High Income ETF worth $901K as of Q2 2026.
  • Betterment LLC bought 4,738 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $249K.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #372 holding.
  • Betterment LLC first reported a position in NEOS S&P 500 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.