WANY
SPYI icon

Wealthspire Advisors (New York)’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Wealthspire Advisors (New York)’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 		$203K Buy
+3,820
New +$201K ﹤0.01% 1173
2025
Q4 		– Sell
-1,227
Closed -$64.2K – 2637
2025
Q3 		$64.2K Buy
+1,227
New +$63.1K ﹤0.01% 1147

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 $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPYI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q2 2026: 3,820 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SPYI as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SPYI in Q3 2025 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,820 shares of NEOS S&P 500 High Income ETF worth $203K as of Q2 2026.
  • NEOS S&P 500 High Income ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1173 holding.
  • Wealthspire Advisors (New York) first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.