Steward Partners Investment Advisory’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Steward Partners Investment Advisory’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	$12.2M	Buy	228,907 +25,481	+13%	+$1.34M	0.06%	299
2026 Q1	$10M	Buy	203,426 +201,063	+8,509%	+$10.4M	0.05%	326
2025 Q4	$124K	Buy	2,363 +2,267	+2,361%	+$119K	﹤0.01%	2175
2025 Q3	$5.02K	Buy	+96	New	+$4.93K	﹤0.01%	3657

Other funds holding SPYI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Steward Partners Investment Advisory's SPYI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its NEOS S&P 500 High Income ETF (SPYI) stake by 13% in Q2 2026, buying an estimated $1.34M and bringing the position to 228,907 shares worth $12.2M. The position accounts for 0.06% of the portfolio, ranked #299.

Steward Partners Investment Advisory first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

Steward Partners Investment Advisory held 228,907 shares of NEOS S&P 500 High Income ETF worth $12.2M as of Q2 2026.
Steward Partners Investment Advisory bought 25,481 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.34M.
NEOS S&P 500 High Income ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #299 holding.
Steward Partners Investment Advisory first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.