Global Retirement Partners’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Global Retirement Partners’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	$236K	Buy	+4,443	New	+$234K	﹤0.01%	1486
2025 Q4	$227K	Sell	4,313 -1,311	-23%	-$68.8K	﹤0.01%	1399
2025 Q3	$294K	Buy	5,624 +4,936	+717%	+$254K	0.01%	984
2025 Q2	$34.6K	Buy	+688	New	+$33.1K	﹤0.01%	1975
2024 Q4	$6.7K	Buy	132 +4	+3%	+$207	﹤0.01%	2554
2024 Q3	$6.55K	Buy	128 +4	+3%	+$201	﹤0.01%	2446
2024 Q2	$6.22K	Buy	124 +83	+202%	+$4.12K	﹤0.01%	2510
2024 Q1	$2.06K	Buy	+41	New	+$2.02K	﹤0.01%	2744

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

Global Retirement Partners's SPYI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 4,443 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPYI as recently as Q4 2025.

Global Retirement Partners first reported a position in SPYI in Q1 2024 and has held it in 8 quarters since. The position peaked at $294K in Q3 2025. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Global Retirement Partners held 4,443 shares of NEOS S&P 500 High Income ETF worth $236K as of Q2 2026.
NEOS S&P 500 High Income ETF was a new Global Retirement Partners position in Q2 2026.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1486 holding.
Global Retirement Partners first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 8 quarters since.
Global Retirement Partners's NEOS S&P 500 High Income ETF position peaked at $294K in Q3 2025.
449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.