Northwestern Mutual Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Northwestern Mutual Wealth Management’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	$7.06M	Buy	133,021 +16,511	+14%	+$869K	﹤0.01%	730
2026 Q1	$5.75M	Buy	116,510 +37,846	+48%	+$1.96M	﹤0.01%	763
2025 Q4	$4.13M	Buy	78,664 +32,181	+69%	+$1.69M	﹤0.01%	835
2025 Q3	$2.43M	Buy	46,483 +3,835	+9%	+$197K	﹤0.01%	949
2025 Q2	$2.15M	Buy	42,648 +31,749	+291%	+$1.53M	﹤0.01%	923
2025 Q1	$522K	Buy	10,899 +10,833	+16,414%	+$547K	﹤0.01%	1314
2024 Q4	$3.35K	Buy	66 +54	+450%	+$2.8K	﹤0.01%	3057
2024 Q3	$615	Hold	12	–	–	﹤0.01%	3317
2024 Q2	$602	Sell	12 -506	-98%	-$25.1K	﹤0.01%	3269
2024 Q1	$26.1K	Buy	+518	New	+$25.6K	﹤0.01%	2317

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's SPYI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 14% in Q2 2026, buying an estimated $869K and bringing the position to 133,021 shares worth $7.06M. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Northwestern Mutual Wealth Management first reported a position in SPYI in Q1 2024 and has held it in 10 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Northwestern Mutual Wealth Management held 133,021 shares of NEOS S&P 500 High Income ETF worth $7.06M as of Q2 2026.
Northwestern Mutual Wealth Management bought 16,511 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $869K.
NEOS S&P 500 High Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #730 holding.
Northwestern Mutual Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 10 quarters since.
446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.