WG
XSPI

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

Wellington Group’s Portfolio XSPI Stock Details XSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Buy
+35,998
New +$1.76M 0.47% 37

Other funds holding XSPI

CWIG
Chung Wu Investment Group Sugar Land, Texas $152M AUM 78.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Group's XSPI Position: Q2 2026 in Review

Wellington Group opened a new position in NEOS Boosted S&P 500 High Income ETF (XSPI) in Q2 2026: 35,998 shares worth $1.79M. The stake represents 0.47% of the portfolio and ranks #37 among its holdings.

8 funds tracked by Wall St. Rank hold XSPI as of Q2 2026.

  • Wellington Group held 35,998 shares of NEOS Boosted S&P 500 High Income ETF worth $1.79M as of Q2 2026.
  • NEOS Boosted S&P 500 High Income ETF was a new Wellington Group position in Q2 2026.
  • NEOS Boosted S&P 500 High Income ETF made up 0.47% of Wellington Group's portfolio in Q2 2026, its #37 holding.
  • 8 funds tracked by Wall St. Rank held NEOS Boosted S&P 500 High Income ETF as of Q2 2026.

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