SSWM
SPYI icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.11M Hold
22,005
0.13% 149
2025
Q1
$1.05M Buy
22,005
+13,025
+145% +$624K 0.13% 149
2024
Q4
$456K Buy
8,980
+3,105
+53% +$158K 0.06% 272
2024
Q3
$301K Buy
+5,875
New +$301K 0.04% 317