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John Overdeck’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

John Overdeck’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 		$1.59M Sell
30,000
-314,100
-91% -$16.5M ﹤0.01% 3210
2026
Q1 		$17M Buy
344,100
+307,200
+833% +$15.9M 0.01% 1045
2025
Q4 		$1.94M Sell
36,900
-274,600
-88% -$14.4M ﹤0.01% 2461
2025
Q3 		$16.3M Buy
311,500
+105,400
+51% +$5.42M 0.02% 714
2025
Q2 		$10.4M Buy
+206,100
New +$9.91M 0.02% 807

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

John Overdeck's SPYI Position: Q2 2026 in Review

John Overdeck reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 91% in Q2 2026, selling an estimated $16.5M and leaving 30,000 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

John Overdeck first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. The position peaked at $17M in Q1 2026. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • John Overdeck held 30,000 shares of NEOS S&P 500 High Income ETF worth $1.59M as of Q2 2026.
  • John Overdeck sold 314,100 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $16.5M.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3210 holding.
  • John Overdeck first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • John Overdeck's NEOS S&P 500 High Income ETF position peaked at $17M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.