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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPYI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of NEOS S&P 500 High Income ETF (SPYI) in Q4 2025, closing a stake of 1,227 shares — an estimated $64.2K sold.

Wealthspire Advisors (New York) first reported a position in SPYI in Q3 2025 and held it in 1 quarter. The position peaked at $64.2K in Q3 2025. 351 funds tracked by Wall St. Rank hold SPYI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining NEOS S&P 500 High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,227 NEOS S&P 500 High Income ETF shares in Q4 2025, an estimated $64.2K.
  • Wealthspire Advisors (New York) first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s NEOS S&P 500 High Income ETF position peaked at $64.2K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.