Gladstone Institutional Advisory’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Gladstone Institutional Advisory’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	$727K	Buy	13,688 +327	+2%	+$17.2K	0.02%	489
2026 Q1	$660K	Buy	13,361 +4,973	+59%	+$258K	0.02%	476
2025 Q4	$441K	Buy	8,388 +2,464	+42%	+$129K	0.02%	525
2025 Q3	$310K	Buy	5,924 +13	+0.2%	+$668	0.01%	636
2025 Q2	$297K	Sell	5,911 -17,319	-75%	-$833K	0.01%	612
2025 Q1	$1.11M	Buy	23,230 +10,464	+82%	+$529K	0.05%	317
2024 Q4	$649K	Sell	12,766 -180	-1%	-$9.32K	0.03%	398
2024 Q3	$663K	Buy	+12,946	New	+$651K	0.03%	388

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

Gladstone Institutional Advisory's SPYI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its NEOS S&P 500 High Income ETF (SPYI) stake by 2.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 13,688 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #489.

Gladstone Institutional Advisory first reported a position in SPYI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2025. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Gladstone Institutional Advisory held 13,688 shares of NEOS S&P 500 High Income ETF worth $727K as of Q2 2026.
Gladstone Institutional Advisory bought 327 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $17.2K.
NEOS S&P 500 High Income ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #489 holding.
Gladstone Institutional Advisory first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's NEOS S&P 500 High Income ETF position peaked at $1.11M in Q1 2025.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.