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

Scarborough 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 		– Sell
-560
Closed -$27.6K – 608
2026
Q1 		$27.6K Buy
560
+169
+43% +$8.76K ﹤0.01% 303
2025
Q4 		$20.5K Buy
391
+195
+99% +$10.2K ﹤0.01% 200
2025
Q3 		$10.3K Buy
+196
New +$10.1K ﹤0.01% 254

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

Scarborough Advisors's SPYI Position: Q2 2026 in Review

Scarborough Advisors sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2026, closing a stake of 560 shares — an estimated $27.6K sold.

Scarborough Advisors first reported a position in SPYI in Q3 2025 and held it in 3 quarters. The position peaked at $27.6K in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Scarborough Advisors reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 560 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $27.6K.
  • Scarborough Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and held it in 3 quarters.
  • Scarborough Advisors's NEOS S&P 500 High Income ETF position peaked at $27.6K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.