Crewe Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Crewe 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	$266	Buy	+5	New	+$263	﹤0.01%	1096
2025 Q3	–	Sell	-25	Closed	-$1.26K	–	1052
2025 Q2	$1.26K	Hold	25	–	–	﹤0.01%	601
2025 Q1	$1.2K	Hold	25	–	–	﹤0.01%	579
2024 Q4	$1.27K	Hold	25	–	–	﹤0.01%	521
2024 Q3	$1.28K	Buy	+25	New	+$1.26K	﹤0.01%	634

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors's SPYI Position: Q2 2026 in Review

Crewe Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 5 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in SPYI as recently as Q2 2025.

Crewe Advisors first reported a position in SPYI in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.28K in Q3 2024. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Crewe Advisors held 5 shares of NEOS S&P 500 High Income ETF worth $266 as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Crewe Advisors position in Q2 2026.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1096 holding.
Crewe Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 5 quarters since.
Crewe Advisors's NEOS S&P 500 High Income ETF position peaked at $1.28K in Q3 2024.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.