MML Investors Services
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MML Investors Services’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

MML Investors Services’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 		$46.9M Buy
882,849
+385,600
+78% +$20.3M 0.1% 209
2026
Q1 		$24.5M Sell
497,249
-148,440
-23% -$7.69M 0.07% 283
2025
Q4 		$33.9M Buy
645,689
+70,938
+12% +$3.72M 0.08% 237
2025
Q3 		$30.1M Buy
574,751
+344,428
+150% +$17.7M 0.08% 236
2025
Q2 		$11.6M Buy
230,323
+23,866
+12% +$1.15M 0.03% 475
2025
Q1 		$9.89M Buy
206,457
+32,749
+19% +$1.65M 0.03% 473
2024
Q4 		$8.83M Buy
173,708
+18,946
+12% +$981K 0.03% 481
2024
Q3 		$7.93M Buy
154,762
+51,981
+51% +$2.62M 0.03% 507
2024
Q2 		$5.15M Buy
+102,781
New +$5.1M 0.02% 622

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MML Investors Services's SPYI Position: Q2 2026 in Review

MML Investors Services increased its NEOS S&P 500 High Income ETF (SPYI) stake by 78% in Q2 2026, buying an estimated $20.3M and bringing the position to 882,849 shares worth $46.9M. The position accounts for 0.1% of the portfolio, ranked #209.

MML Investors Services first reported a position in SPYI in Q2 2024 and has held it in 9 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • MML Investors Services held 882,849 shares of NEOS S&P 500 High Income ETF worth $46.9M as of Q2 2026.
  • MML Investors Services bought 385,600 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $20.3M.
  • NEOS S&P 500 High Income ETF made up 0.1% of MML Investors Services's portfolio in Q2 2026, its #209 holding.
  • MML Investors Services first reported a position in NEOS S&P 500 High Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.