Stifel Financial
SPYI icon

Stifel Financial’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Stifel Financial’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 		$34M Buy
688,839
+87,438
+15% +$4.53M 0.03% 458
2025
Q4 		$31.6M Sell
601,401
-10,537
-2% -$553K 0.03% 481
2025
Q3 		$32M Buy
611,938
+44,691
+8% +$2.3M 0.03% 481
2025
Q2 		$28.5M Buy
567,247
+21,296
+4% +$1.02M 0.03% 482
2025
Q1 		$26.1M Buy
545,951
+42,594
+8% +$2.15M 0.03% 480
2024
Q4 		$25.6M Buy
503,357
+69,992
+16% +$3.63M 0.03% 485
2024
Q3 		$22.2M Buy
433,365
+32,386
+8% +$1.63M 0.02% 543
2024
Q2 		$20.1M Buy
400,979
+3,325
+0.8% +$165K 0.02% 540
2024
Q1 		$20M Buy
397,654
+230,061
+137% +$11.3M 0.02% 552
2023
Q4 		$8.08M Buy
167,593
+72,143
+76% +$3.42M 0.01% 869
2023
Q3 		$4.48M Buy
+95,450
New +$4.69M 0.01% 1087

Other funds holding SPYI

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FWM
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return