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

Summit 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
Q2 		$14.3M Buy
269,510
+35,998
+15% +$1.89M 0.16% 118
2026
Q1 		$11.5M Buy
233,512
+62,916
+37% +$3.26M 0.15% 129
2025
Q4 		$8.96M Buy
170,596
+63,529
+59% +$3.34M 0.13% 143
2025
Q3 		$5.6M Buy
+107,067
New +$5.5M 0.09% 231

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

Summit Financial's SPYI Position: Q2 2026 in Review

Summit Financial increased its NEOS S&P 500 High Income ETF (SPYI) stake by 15% in Q2 2026, buying an estimated $1.89M and bringing the position to 269,510 shares worth $14.3M. The position accounts for 0.16% of the portfolio, ranked #118.

Summit Financial first reported a position in SPYI in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Summit Financial held 269,510 shares of NEOS S&P 500 High Income ETF worth $14.3M as of Q2 2026.
  • Summit Financial bought 35,998 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $1.89M.
  • NEOS S&P 500 High Income ETF made up 0.16% of Summit Financial's portfolio in Q2 2026, its #118 holding.
  • Summit Financial first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.