Wells Fargo
SPYI icon

Wells Fargo’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Wells Fargo’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 		$636K Buy
12,890
+12,094
+1,519% +$627K ﹤0.01% 4016
2025
Q4 		$41.8K Buy
796
+664
+503% +$34.9K ﹤0.01% 5620
2025
Q3 		$6.89K Sell
132
-562
-81% -$28.9K ﹤0.01% 6019
2025
Q2 		$34.9K Buy
694
+392
+130% +$18.9K ﹤0.01% 5627
2025
Q1 		$14.5K Buy
302
+300
+15,000% +$15.2K ﹤0.01% 5796
2024
Q4 		$97 Sell
2
-300
-99% -$15.5K ﹤0.01% 6418
2024
Q3 		$15.5K Sell
302
-964
-76% -$48.5K ﹤0.01% 5701
2024
Q2 		$63.5K Buy
1,266
+1,264
+63,200% +$62.7K ﹤0.01% 5198
2024
Q1 		$120 Sell
2
-177
-99% -$8.73K ﹤0.01% 6612
2023
Q4 		$8.63K Buy
+179
New +$8.48K ﹤0.01% 5867
2023
Q3 		– Hold
0
– – – 7413

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FWM
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return