Equitable Holdings’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Equitable Holdings’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	$2.66M	Buy	50,170 +15,549	+45%	+$818K	0.02%	643
2026 Q1	$1.79M	Buy	34,621 +7,736	+29%	+$401K	0.01%	770
2025 Q4	$1.41M	Buy	26,885 +13,094	+95%	+$687K	0.01%	757
2025 Q3	$721K	Buy	13,791 +4,363	+46%	+$224K	0.01%	946
2025 Q2	$474K	Buy	+9,428	New	+$453K	﹤0.01%	1024

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

Equitable Holdings's SPYI Position: Q2 2026 in Review

Equitable Holdings increased its NEOS S&P 500 High Income ETF (SPYI) stake by 45% in Q2 2026, buying an estimated $818K and bringing the position to 50,170 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #643.

Equitable Holdings first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Equitable Holdings held 50,170 shares of NEOS S&P 500 High Income ETF worth $2.66M as of Q2 2026.
Equitable Holdings bought 15,549 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $818K.
NEOS S&P 500 High Income ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #643 holding.
Equitable Holdings first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.