Cambridge Investment Research Advisors
SPYI icon

Cambridge Investment Research Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Cambridge Investment Research 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
Q1 		$7.21M Sell
146,017
-45,667
-24% -$2.37M 0.02% 767
2025
Q4 		$10.1M Buy
191,684
+91,369
+91% +$4.8M 0.03% 577
2025
Q3 		$5.25M Buy
100,315
+24,104
+32% +$1.24M 0.01% 878
2025
Q2 		$3.83M Sell
76,211
-16,378
-18% -$788K 0.01% 995
2025
Q1 		$4.43M Buy
92,589
+34,396
+59% +$1.74M 0.02% 871
2024
Q4 		$2.96M Buy
58,193
+23,241
+66% +$1.2M 0.01% 1103
2024
Q3 		$1.79M Buy
34,952
+8,347
+31% +$420K 0.01% 1432
2024
Q2 		$1.33M Buy
26,605
+12,114
+84% +$601K ﹤0.01% 1572
2024
Q1 		$730K Buy
14,491
+5,386
+59% +$266K ﹤0.01% 1961
2023
Q4 		$439K Sell
9,105
-892
-9% -$42.3K ﹤0.01% 2296
2023
Q3 		$469K Sell
9,997
-1,007
-9% -$49.5K ﹤0.01% 2134
2023
Q2 		$546K Buy
+11,004
New +$533K ﹤0.01% 2065

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return