Mather Group
SPYI icon

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
Q3 		$14.1K Hold
265
– – ﹤0.01% 1542
2026
Q2 		$14.1K Sell
265
-38
-13% -$2K ﹤0.01% 1416
2026
Q1 		$15K Buy
+303
New +$15.7K ﹤0.01% 1355

Other funds holding SPYI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Mather Group's SPYI Position: Q3 2026 in Review

Mather Group held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q3 2026 at 265 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Mather Group first reported a position in SPYI in Q1 2026 and has held it in 3 quarters since. The position peaked at $15K in Q1 2026. 133 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Mather Group held 265 shares of NEOS S&P 500 High Income ETF worth $14.1K as of Q3 2026.
  • Mather Group left its NEOS S&P 500 High Income ETF share count unchanged in Q3 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1542 holding.
  • Mather Group first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's NEOS S&P 500 High Income ETF position peaked at $15K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.