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Spartan Wealth Advisory Services LLC’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Spartan Wealth Advisory Services LLC’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.62M Buy
+121,238
New +$4.44M 0.38% 67

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's HFXI Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC opened a new position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2026: 121,238 shares worth $4.62M. The stake represents 0.38% of the portfolio and ranks #67 among its holdings.

110 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 121,238 shares of NYLI FTSE International Equity Currency Neutral ETF worth $4.62M as of Q2 2026.
  • NYLI FTSE International Equity Currency Neutral ETF was a new Spartan Wealth Advisory Services LLC position in Q2 2026.
  • NYLI FTSE International Equity Currency Neutral ETF made up 0.38% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #67 holding.
  • 110 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.