Sheets Smith Investment Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Sheets Smith Investment Management’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 Q3	$613K	Buy	+11,729	New	+$603K	0.4%	78

Other funds holding SPYI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Sheets Smith Investment Management's SPYI Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2025: 11,729 shares worth $613K. The stake represents 0.4% of the portfolio and ranks #78 among its holdings.

297 funds tracked by Wall St. Rank hold SPYI as of Q3 2025.

Sheets Smith Investment Management held 11,729 shares of NEOS S&P 500 High Income ETF worth $613K as of Q3 2025.
NEOS S&P 500 High Income ETF was a new Sheets Smith Investment Management position in Q3 2025.
NEOS S&P 500 High Income ETF made up 0.4% of Sheets Smith Investment Management's portfolio in Q3 2025, its #78 holding.
297 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.