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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
Q2 		$1.98M Buy
37,303
+15,132
+68% +$796K 0.01% 1038
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 $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

&Partners's SPYI Position: Q2 2026 in Review

&Partners increased its NEOS S&P 500 High Income ETF (SPYI) stake by 68% in Q2 2026, buying an estimated $796K and bringing the position to 37,303 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #1038.

&Partners first reported a position in SPYI in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • &Partners held 37,303 shares of NEOS S&P 500 High Income ETF worth $1.98M as of Q2 2026.
  • &Partners bought 15,132 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $796K.
  • NEOS S&P 500 High Income ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1038 holding.
  • &Partners first reported a position in NEOS S&P 500 High Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.