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SPYISPYI
4 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in NEOS ETF TRUST

Steward Partners Investment Advisory, LLC holds 228,907 shares of SPYI (NEOS ETF TRUST), worth $12.2M as of 2026-Q2. The position was increased (+12.5% shares). SPYI represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$12.2M

Current Shares

228,907

Total Value Change

+$12.1M

Total Shares Change

+228,811

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
228,907
+12.5%
$12.2M0.1%$52.04
31
2026-Q1
Increased
203,426
+8508.8%
$10M0.1%$46.96
45
2025-Q4
Increased
2,363
+2361.5%
$124,1280.0%$48.47
36
2025-Q3
New
96
-
$5,0210.0%$46.83
23

Other major holders of SPYI: LPL Financial LLC

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