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Mutual Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Mutual Advisors’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 		$4.47M Buy
84,280
+17,774
+27% +$935K 0.08% 235
2026
Q1 		$3.28M Sell
66,506
-881
-1% -$45.7K 0.07% 269
2025
Q4 		$3.54M Buy
67,387
+13,271
+25% +$697K 0.08% 248
2025
Q3 		$2.83M Buy
54,116
+14,899
+38% +$766K 0.06% 282
2025
Q2 		$2M Buy
39,217
+3,006
+8% +$145K 0.05% 317
2025
Q1 		$1.7M Buy
+36,211
New +$1.83M 0.05% 324

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

Mutual Advisors's SPYI Position: Q2 2026 in Review

Mutual Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 27% in Q2 2026, buying an estimated $935K and bringing the position to 84,280 shares worth $4.47M. The position accounts for 0.08% of the portfolio, ranked #235.

Mutual Advisors first reported a position in SPYI in Q1 2025 and has held it in 6 quarters since. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Mutual Advisors held 84,280 shares of NEOS S&P 500 High Income ETF worth $4.47M as of Q2 2026.
  • Mutual Advisors bought 17,774 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $935K.
  • NEOS S&P 500 High Income ETF made up 0.08% of Mutual Advisors's portfolio in Q2 2026, its #235 holding.
  • Mutual Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.