Level Four Advisory Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.66M Buy
50,097
+632
+1% +$33.2K 0.08% 270
2026
Q1
$2.44M Buy
49,465
+19,063
+63% +$988K 0.08% 269
2025
Q4
$1.6M Buy
30,402
+3,404
+13% +$179K 0.05% 319
2025
Q3
$1.41M Buy
26,998
+6,402
+31% +$329K 0.05% 331
2025
Q2
$1.04M Buy
+20,596
New +$991K 0.04% 375

Other funds holding SPYI

Level Four Advisory Services's SPYI Position: Q2 2026 in Review

Level Four Advisory Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 1.3% in Q2 2026, buying an estimated $33.2K and bringing the position to 50,097 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #270.

Level Four Advisory Services first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Level Four Advisory Services held 50,097 shares of NEOS S&P 500 High Income ETF worth $2.66M as of Q2 2026.
  • Level Four Advisory Services bought 632 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $33.2K.
  • NEOS S&P 500 High Income ETF made up 0.08% of Level Four Advisory Services's portfolio in Q2 2026, its #270 holding.
  • Level Four Advisory Services first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.