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

Spectrum 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
2026
Q1 		$373K Buy
+7,548
New +$391K 0.29% 37

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Spectrum Advisors's SPYI Position: Q1 2026 in Review

Spectrum Advisors opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q1 2026: 7,548 shares worth $373K. The stake represents 0.29% of the portfolio and ranks #37 among its holdings.

396 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Spectrum Advisors held 7,548 shares of NEOS S&P 500 High Income ETF worth $373K as of Q1 2026.
  • NEOS S&P 500 High Income ETF was a new Spectrum Advisors position in Q1 2026.
  • NEOS S&P 500 High Income ETF made up 0.29% of Spectrum Advisors's portfolio in Q1 2026, its #37 holding.
  • 396 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Spectrum Advisors's 13F filing for Q1 2026, filed 11 Sep 2026.