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SPYI icon

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

&Partners’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
Q1 		$1.09M Buy
22,171
+7,942
+56% +$412K 0.01% 1246
2025
Q4 		$747K Buy
14,229
+8,519
+149% +$447K ﹤0.01% 1397
2025
Q3 		$299K Buy
5,710
+607
+12% +$31.2K ﹤0.01% 1757
2025
Q2 		$257K Buy
+5,103
New +$245K ﹤0.01% 1700

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

&Partners's SPYI Position: Q1 2026 in Review

&Partners increased its NEOS S&P 500 High Income ETF (SPYI) stake by 56% in Q1 2026, buying an estimated $412K and bringing the position to 22,171 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1246.

&Partners first reported a position in SPYI in Q2 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • &Partners held 22,171 shares of NEOS S&P 500 High Income ETF worth $1.09M as of Q1 2026.
  • &Partners bought 7,942 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $412K.
  • NEOS S&P 500 High Income ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1246 holding.
  • &Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.