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

Jim Simons’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
-97,300
Closed -$5.11M – 3662
2025
Q4 		$5.11M Sell
97,300
-8,971
-8% -$471K 0.01% 1292
2025
Q3 		$5.56M Buy
106,271
+2,571
+2% +$132K 0.01% 1428
2025
Q2 		$5.22M Buy
103,700
+77,100
+290% +$3.71M 0.01% 1500
2025
Q1 		$1.27M Sell
26,600
-173,000
-87% -$8.74M ﹤0.01% 2256
2024
Q4 		$10.1M Buy
199,600
+66,500
+50% +$3.44M 0.02% 1002
2024
Q3 		$6.82M Sell
133,100
-92,500
-41% -$4.65M 0.01% 1261
2024
Q2 		$11.3M Buy
225,600
+5,000
+2% +$248K 0.02% 859
2024
Q1 		$11.1M Buy
220,600
+82,800
+60% +$4.08M 0.02% 933
2023
Q4 		$6.64M Buy
137,800
+119,900
+670% +$5.68M 0.01% 1172
2023
Q3 		$840K Buy
+17,900
New +$880K ﹤0.01% 2419

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

Jim Simons's SPYI Position: Q1 2026 in Review

Jim Simons sold out of NEOS S&P 500 High Income ETF (SPYI) in Q1 2026, closing a stake of 97,300 shares — an estimated $5.11M sold.

Jim Simons first reported a position in SPYI in Q3 2023 and held it in 10 quarters. The position peaked at $11.3M in Q2 2024. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Jim Simons reported no remaining NEOS S&P 500 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 97,300 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $5.11M.
  • Jim Simons first reported a position in NEOS S&P 500 High Income ETF in Q3 2023 and held it in 10 quarters.
  • Jim Simons's NEOS S&P 500 High Income ETF position peaked at $11.3M in Q2 2024.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.