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

Sheets Smith Wealth 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
2026 Q3	$1.5M	Buy	28,283 +3,660	+15%	+$196K	0.16%	133
2026 Q2	$1.31M	Sell	24,623 -80	-0.3%	-$4.21K	0.13%	158
2026 Q1	$1.22M	Sell	24,703 -565	-2%	-$29.3K	0.14%	155
2025 Q4	$1.33M	Buy	25,268 +2,284	+10%	+$120K	0.15%	144
2025 Q3	$1.2M	Buy	22,984 +979	+4%	+$50.3K	0.14%	153
2025 Q2	$1.11M	Hold	22,005	–	–	0.13%	149
2025 Q1	$1.05M	Buy	22,005 +13,025	+145%	+$658K	0.13%	149
2024 Q4	$456K	Buy	8,980 +3,105	+53%	+$161K	0.06%	272
2024 Q3	$301K	Buy	+5,875	New	+$296K	0.04%	317

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Sheets Smith Wealth Management's SPYI Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its NEOS S&P 500 High Income ETF (SPYI) stake by 15% in Q3 2026, buying an estimated $196K and bringing the position to 28,283 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #133.

Sheets Smith Wealth Management first reported a position in SPYI in Q3 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Sheets Smith Wealth Management held 28,283 shares of NEOS S&P 500 High Income ETF worth $1.5M as of Q3 2026.
Sheets Smith Wealth Management bought 3,660 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $196K.
NEOS S&P 500 High Income ETF made up 0.16% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #133 holding.
Sheets Smith Wealth Management first reported a position in NEOS S&P 500 High Income ETF in Q3 2024 and has held it in 9 quarters since.
87 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.