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Mather Group’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Mather Group’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 		$15K Buy
+303
New +$15.7K ﹤0.01% 1355

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Mather Group's SPYI Position: Q1 2026 in Review

Mather Group opened a new position in NEOS S&P 500 High Income ETF (SPYI) in Q1 2026: 303 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings.

393 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Mather Group held 303 shares of NEOS S&P 500 High Income ETF worth $15K as of Q1 2026.
  • NEOS S&P 500 High Income ETF was a new Mather Group position in Q1 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1355 holding.
  • 393 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.