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

Semmax Financial 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
2025
Q2 		$110K Hold
2,136
– – 0.03% 151
2025
Q1 		$102K Buy
+2,136
New +$108K 0.03% 143

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Semmax Financial Advisors's SPYI Position: Q2 2025 in Review

Semmax Financial Advisors held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2025 at 2,136 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #151.

Semmax Financial Advisors first reported a position in SPYI in Q1 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold SPYI as of Q2 2025.

  • Semmax Financial Advisors held 2,136 shares of NEOS S&P 500 High Income ETF worth $110K as of Q2 2025.
  • Semmax Financial Advisors left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2025.
  • NEOS S&P 500 High Income ETF made up 0.03% of Semmax Financial Advisors's portfolio in Q2 2025, its #151 holding.
  • Semmax Financial Advisors first reported a position in NEOS S&P 500 High Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.