MG
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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $786B AUM 40.34% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group's SPYI Position: Q2 2026 in Review

Mather Group reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 13% in Q2 2026, selling an estimated $2K and leaving 265 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Mather Group first reported a position in SPYI in Q1 2026 and has held it in 2 quarters since. The position peaked at $15K in Q1 2026. 449 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Mather Group held 265 shares of NEOS S&P 500 High Income ETF worth $14.1K as of Q2 2026.
  • Mather Group sold 38 NEOS S&P 500 High Income ETF shares in Q2 2026, an estimated $2K.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1416 holding.
  • Mather Group first reported a position in NEOS S&P 500 High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's NEOS S&P 500 High Income ETF position peaked at $15K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.