Exeter Financial’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Exeter Financial’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 Q3	$1.99M	Buy	+37,390	New	+$2M	0.75%	46

Other funds holding SPYI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Vann Equity Management Plano, Texas $168M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Exeter Financial's SPYI Position: Q3 2026 in Review

Exeter Financial opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q3 2026: 37,390 shares worth $1.99M. The stake represents 0.75% of the portfolio and ranks #46 among its holdings.

20 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

Exeter Financial held 37,390 shares of NEOS S&P 500 High Income ETF worth $1.99M as of Q3 2026.
NEOS S&P 500 High Income ETF was a new Exeter Financial position in Q3 2026.
NEOS S&P 500 High Income ETF made up 0.75% of Exeter Financial's portfolio in Q3 2026, its #46 holding.
20 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.