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Wellington Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Wellington Group’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 		$666K Sell
12,543
-1,412
-10% -$74.3K 0.18% 101
2026
Q1 		$689K Buy
+13,955
New +$723K 0.21% 64

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

Wellington Group's SPYI Position: Q2 2026 in Review

Wellington Group reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 10% in Q2 2026, selling an estimated $74.3K and leaving 12,543 shares worth $666K. The position accounts for 0.18% of the portfolio, ranked #101.

Wellington Group first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. The position peaked at $689K in Q1 2026. 447 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Wellington Group held 12,543 shares of NEOS S&P 500 High Income ETF worth $666K as of Q2 2026.
  • Wellington Group sold 1,412 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $74.3K.
  • NEOS S&P 500 High Income ETF made up 0.18% of Wellington Group's portfolio in Q2 2026, its #101 holding.
  • Wellington Group first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington Group's NEOS S&P 500 High Income ETF position peaked at $689K in Q1 2026.
  • 447 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.