GI
SPYI icon

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

Gradient Investments’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
Q3 		$58.2M Buy
1,095,332
+14,751
+1% +$788K 0.83% 26
2026
Q2 		$57.4M Buy
1,080,581
+44,174
+4% +$2.32M 0.79% 32
2026
Q1 		$51.2M Sell
1,036,407
-748,841
-42% -$38.8M 0.79% 32
2025
Q4 		$93.8M Buy
1,785,248
+32,277
+2% +$1.69M 1.49% 14
2025
Q3 		$91.7M Buy
1,752,971
+83,988
+5% +$4.32M 1.53% 12
2025
Q2 		$84M Buy
1,668,983
+26,747
+2% +$1.29M 1.54% 13
2025
Q1 		$78.6M Sell
1,642,236
-563,112
-26% -$28.5M 1.59% 11
2024
Q4 		$112M Buy
2,205,348
+432,976
+24% +$22.4M 2.27% 4
2024
Q3 		$90.8M Buy
1,772,372
+1,421,997
+406% +$71.6M 1.89% 8
2024
Q2 		$17.6M Buy
350,375
+51,377
+17% +$2.55M 0.39% 79
2024
Q1 		$15.1M Buy
298,998
+34,971
+13% +$1.73M 0.35% 110
2023
Q4 		$12.7M Buy
264,027
+180,164
+215% +$8.54M 0.31% 114
2023
Q3 		$3.94M Sell
83,863
-508
-0.6% -$25K 0.1% 140
2023
Q2 		$4.19M Buy
+84,371
New +$4.09M 0.11% 139

Other funds holding SPYI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FA
Fullerton Advisors Danville, California $107M AUM 11.38% 1-Year Est. Return

Gradient Investments's SPYI Position: Q3 2026 in Review

Gradient Investments increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1.4% in Q3 2026, buying an estimated $788K and bringing the position to 1,095,332 shares worth $58.2M. The position accounts for 0.83% of the portfolio, ranked #26.

Gradient Investments first reported a position in SPYI in Q2 2023 and has held it in 14 quarters since. The position peaked at $112M in Q4 2024. 50 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Gradient Investments held 1,095,332 shares of NEOS S&P 500 High Income ETF worth $58.2M as of Q3 2026.
  • Gradient Investments bought 14,751 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $788K.
  • NEOS S&P 500 High Income ETF made up 0.83% of Gradient Investments's portfolio in Q3 2026, its #26 holding.
  • Gradient Investments first reported a position in NEOS S&P 500 High Income ETF in Q2 2023 and has held it in 14 quarters since.
  • Gradient Investments's NEOS S&P 500 High Income ETF position peaked at $112M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.