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SPYI icon

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

Gainplan’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 		$4.05M Buy
76,379
+14,266
+23% +$751K 1.6% 11
2026
Q1 		$3.07M Buy
62,113
+15,266
+33% +$791K 2.3% 10
2025
Q4 		$2.46M Buy
46,847
+6,891
+17% +$362K 0.92% 11
2025
Q3 		$2.09M Buy
39,956
+479
+1% +$24.6K 0.89% 15
2025
Q2 		$1.99M Buy
39,477
+3,466
+10% +$167K 0.9% 13
2025
Q1 		$1.72M Sell
36,011
-11,928
-25% -$603K 1.12% 19
2024
Q4 		$2.44M Buy
47,939
+27,769
+138% +$1.44M 0.92% 16
2024
Q3 		$1.01M Hold
20,170
– – 0.48% 26
2024
Q2 		$1.01M Buy
20,170
+5,404
+37% +$268K 0.49% 24
2024
Q1 		$744K Buy
14,766
+4,110
+39% +$203K 0.36% 26
2023
Q4 		$514K Buy
+10,656
New +$505K 0.27% 27

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

Gainplan's SPYI Position: Q2 2026 in Review

Gainplan increased its NEOS S&P 500 High Income ETF (SPYI) stake by 23% in Q2 2026, buying an estimated $751K and bringing the position to 76,379 shares worth $4.05M. The position accounts for 1.6% of the portfolio, ranked #11.

Gainplan first reported a position in SPYI in Q4 2023 and has held it in 11 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Gainplan held 76,379 shares of NEOS S&P 500 High Income ETF worth $4.05M as of Q2 2026.
  • Gainplan bought 14,266 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $751K.
  • NEOS S&P 500 High Income ETF made up 1.6% of Gainplan's portfolio in Q2 2026, its #11 holding.
  • Gainplan first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.