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Sunbelt Securities’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Sunbelt Securities’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 		$252K Buy
5,108
+545
+12% +$28.2K 0.02% 573
2025
Q4 		$240K Buy
4,563
+2,052
+82% +$108K 0.02% 583
2025
Q3 		$131K Buy
2,511
+2,426
+2,854% +$125K 0.01% 756
2025
Q2 		$4.32K Hold
85
– – ﹤0.01% 1477
2025
Q1 		$4.07K Hold
85
– – ﹤0.01% 1461
2024
Q4 		$4.34K Buy
+85
New +$4.4K ﹤0.01% 1478
2024
Q2 		– Sell
-200
Closed -$10.1K – 1812
2024
Q1 		$10.1K Buy
+200
New +$9.87K ﹤0.01% 1240

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 $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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $110B AUM 26.29% 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

Sunbelt Securities's SPYI Position: Q1 2026 in Review

Sunbelt Securities increased its NEOS S&P 500 High Income ETF (SPYI) stake by 12% in Q1 2026, buying an estimated $28.2K and bringing the position to 5,108 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #573.

Sunbelt Securities first reported a position in SPYI in Q1 2024 and has held it in 7 quarters since. 395 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Sunbelt Securities held 5,108 shares of NEOS S&P 500 High Income ETF worth $252K as of Q1 2026.
  • Sunbelt Securities bought 545 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $28.2K.
  • NEOS S&P 500 High Income ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #573 holding.
  • Sunbelt Securities first reported a position in NEOS S&P 500 High Income ETF in Q1 2024 and has held it in 7 quarters since.
  • 395 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.