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Farther Finance Advisors’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Farther Finance Advisors’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 		$16.5M Buy
310,827
+35,525
+13% +$1.9M 0.12% 151
2026
Q2 		$14.6M Buy
275,302
+13,329
+5% +$701K 0.11% 156
2026
Q1 		$13M Buy
261,973
+244,466
+1,396% +$12.7M 0.12% 144
2025
Q4 		$920K Buy
17,507
+12,016
+219% +$631K 0.01% 929
2025
Q3 		$287K Buy
+5,491
New +$282K ﹤0.01% 1406

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's SPYI Position: Q3 2026 in Review

Farther Finance Advisors increased its NEOS S&P 500 High Income ETF (SPYI) stake by 13% in Q3 2026, buying an estimated $1.9M and bringing the position to 310,827 shares worth $16.5M. The position accounts for 0.12% of the portfolio, ranked #151.

Farther Finance Advisors first reported a position in SPYI in Q3 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Farther Finance Advisors held 310,827 shares of NEOS S&P 500 High Income ETF worth $16.5M as of Q3 2026.
  • Farther Finance Advisors bought 35,525 NEOS S&P 500 High Income ETF shares in Q3 2026, an estimated $1.9M.
  • NEOS S&P 500 High Income ETF made up 0.12% of Farther Finance Advisors's portfolio in Q3 2026, its #151 holding.
  • Farther Finance Advisors first reported a position in NEOS S&P 500 High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.