Seaview Investment Managers’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Seaview Investment Managers’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	$1.4M	Buy	26,386 +7,760	+42%	+$408K	0.42%	44
2026 Q1	$920K	Buy	18,626 +9,774	+110%	+$506K	0.33%	47
2025 Q4	$465K	Sell	8,852 -5,055	-36%	-$265K	0.17%	51
2025 Q3	$727K	Sell	13,907 -2,317	-14%	-$119K	0.27%	48
2025 Q2	$816K	Buy	16,224 +867	+6%	+$41.7K	0.17%	71
2025 Q1	$735K	Buy	15,357 +4,436	+41%	+$224K	0.18%	64
2024 Q4	$555K	Buy	+10,921	New	+$566K	0.15%	52

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Seaview Investment Managers's SPYI Position: Q2 2026 in Review

Seaview Investment Managers increased its NEOS S&P 500 High Income ETF (SPYI) stake by 42% in Q2 2026, buying an estimated $408K and bringing the position to 26,386 shares worth $1.4M. The position accounts for 0.42% of the portfolio, ranked #44.

Seaview Investment Managers first reported a position in SPYI in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Seaview Investment Managers held 26,386 shares of NEOS S&P 500 High Income ETF worth $1.4M as of Q2 2026.
Seaview Investment Managers bought 7,760 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $408K.
NEOS S&P 500 High Income ETF made up 0.42% of Seaview Investment Managers's portfolio in Q2 2026, its #44 holding.
Seaview Investment Managers first reported a position in NEOS S&P 500 High Income ETF in Q4 2024 and has held it in 7 quarters since.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.