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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
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
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 $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $94B AUM 20.14% 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

Steward Partners Investment Advisory's SPYI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its NEOS S&P 500 High Income ETF (SPYI) stake by 8,509% in Q1 2026, buying an estimated $10.4M and bringing the position to 203,426 shares worth $10M. The position accounts for 0.05% of the portfolio, ranked #326.

Steward Partners Investment Advisory first reported a position in SPYI in Q3 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Steward Partners Investment Advisory held 203,426 shares of NEOS S&P 500 High Income ETF worth $10M as of Q1 2026.
  • Steward Partners Investment Advisory bought 201,063 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $10.4M.
  • NEOS S&P 500 High Income ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #326 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 3 quarters since.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.