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Guild Investment Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Guild Investment Management’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
Q1 		– Sell
-6,720
Closed -$353K – 56
2025
Q4 		$353K Buy
6,720
+1,280
+24% +$67.2K 0.26% 37
2025
Q3 		$285K Buy
+5,440
New +$280K 0.23% 41

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Guild Investment Management's SPYI Position: Q1 2026 in Review

Guild Investment Management sold out of NEOS S&P 500 High Income ETF (SPYI) in Q1 2026, closing a stake of 6,720 shares — an estimated $353K sold.

Guild Investment Management first reported a position in SPYI in Q3 2025 and held it in 2 quarters. The position peaked at $353K in Q4 2025. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Guild Investment Management reported no remaining NEOS S&P 500 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Guild Investment Management sold 6,720 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $353K.
  • Guild Investment Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and held it in 2 quarters.
  • Guild Investment Management's NEOS S&P 500 High Income ETF position peaked at $353K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Guild Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.