SGK
SPYI icon

Steigerwald Gordon & Koch’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Steigerwald Gordon & Koch’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
Q2 		– Sell
-190
Closed -$9.38K – 782
2026
Q1 		$9.38K Buy
+190
New +$9.85K ﹤0.01% 530

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steigerwald Gordon & Koch's SPYI Position: Q2 2026 in Review

Steigerwald Gordon & Koch sold out of NEOS S&P 500 High Income ETF (SPYI) in Q2 2026, closing a stake of 190 shares — an estimated $9.38K sold.

Steigerwald Gordon & Koch first reported a position in SPYI in Q1 2026 and held it in 1 quarter. The position peaked at $9.38K in Q1 2026. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Steigerwald Gordon & Koch reported no remaining NEOS S&P 500 High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 190 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $9.38K.
  • Steigerwald Gordon & Koch first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's NEOS S&P 500 High Income ETF position peaked at $9.38K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.