Cetera Investment Advisers
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Cetera Investment Advisers’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Cetera Investment Advisers’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 		$41.5M Buy
782,148
+245,334
+46% +$12.9M 0.04% 461
2026
Q1 		$26.5M Buy
536,814
+143,956
+37% +$7.46M 0.03% 577
2025
Q4 		$20.6M Buy
392,858
+117,640
+43% +$6.18M 0.02% 653
2025
Q3 		$14.4M Buy
275,218
+131,828
+92% +$6.78M 0.02% 796
2025
Q2 		$7.22M Buy
143,390
+24,758
+21% +$1.19M 0.01% 987
2025
Q1 		$5.68M Buy
118,632
+15,084
+15% +$762K 0.01% 1035
2024
Q4 		$5.26M Buy
103,548
+51,145
+98% +$2.65M 0.01% 1013
2024
Q3 		$2.68M Buy
52,403
+32,253
+160% +$1.62M 0.01% 1399
2024
Q2 		$1.01M Buy
20,150
+10,312
+105% +$511K ﹤0.01% 2075
2024
Q1 		$495K Buy
+9,838
New +$485K ﹤0.01% 2614

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers's SPYI Position: Q2 2026 in Review

Cetera Investment Advisers increased its NEOS S&P 500 High Income ETF (SPYI) stake by 46% in Q2 2026, buying an estimated $12.9M and bringing the position to 782,148 shares worth $41.5M. The position accounts for 0.04% of the portfolio, ranked #461.

Cetera Investment Advisers first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Cetera Investment Advisers held 782,148 shares of NEOS S&P 500 High Income ETF worth $41.5M as of Q2 2026.
  • Cetera Investment Advisers bought 245,334 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $12.9M.
  • NEOS S&P 500 High Income ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #461 holding.
  • Cetera Investment Advisers first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.