Cambridge Investment Research Advisors
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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
Q2 		$10.1M Buy
189,492
+43,475
+30% +$2.29M 0.02% 675
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 $445B AUM 25.58% 1-Year Est. Return
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

Cambridge Investment Research Advisors's SPYI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 30% in Q2 2026, buying an estimated $2.29M and bringing the position to 189,492 shares worth $10.1M. The position accounts for 0.02% of the portfolio, ranked #675.

Cambridge Investment Research Advisors first reported a position in SPYI in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2025. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Cambridge Investment Research Advisors held 189,492 shares of NEOS S&P 500 High Income ETF worth $10.1M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 43,475 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $2.29M.
  • NEOS S&P 500 High Income ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #675 holding.
  • Cambridge Investment Research Advisors first reported a position in NEOS S&P 500 High Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Cambridge Investment Research Advisors's NEOS S&P 500 High Income ETF position peaked at $10.1M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.