Root Financial Partners
SPYI icon

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

Root Financial 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
Q3 		$60.6K Buy
+1,139
New +$60.8K ﹤0.01% 986
2026
Q2 		– Sell
-577
Closed -$28.5K – 2798
2026
Q1 		$28.5K Buy
577
+255
+79% +$13.2K ﹤0.01% 1146
2025
Q4 		$16.9K Buy
322
+315
+4,500% +$16.5K ﹤0.01% 1261
2025
Q3 		$366 Buy
+7
New +$360 ﹤0.01% 2170

Other funds holding SPYI

LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Root Financial Partners's SPYI Position: Q3 2026 in Review

Root Financial Partners opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2026: 1,139 shares worth $60.6K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPYI as recently as Q1 2026.

Root Financial Partners first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 432 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Root Financial Partners held 1,139 shares of NEOS S&P 500 High Income ETF worth $60.6K as of Q3 2026.
  • NEOS S&P 500 High Income ETF was a new Root Financial Partners position in Q3 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #986 holding.
  • Root Financial Partners first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 432 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.