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

Tompkins 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 		$56.5K Hold
1,062
– – ﹤0.01% 326
2026
Q2 		$56.4K Hold
1,062
– – ﹤0.01% 325
2026
Q1 		$52.4K Hold
1,062
– – ﹤0.01% 317
2025
Q4 		$55.8K Hold
1,062
– – ﹤0.01% 297
2025
Q3 		$55.5K Hold
1,062
– – ﹤0.01% 310
2025
Q2 		$53.4K Buy
+1,062
New +$51.1K ﹤0.01% 313
2024
Q2 		– Sell
-200
Closed -$10.1K – 643
2024
Q1 		$10.1K Hold
200
– – ﹤0.01% 504
2023
Q4 		$9.64K Buy
+200
New +$9.47K ﹤0.01% 498

Other funds holding SPYI

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Tompkins Financial's SPYI Position: Q3 2026 in Review

Tompkins Financial held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q3 2026 at 1,062 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Tompkins Financial first reported a position in SPYI in Q4 2023 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold SPYI as of Q3 2026.

  • Tompkins Financial held 1,062 shares of NEOS S&P 500 High Income ETF worth $56.5K as of Q3 2026.
  • Tompkins Financial 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 Tompkins Financial's portfolio in Q3 2026, its #326 holding.
  • Tompkins Financial first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 8 quarters since.
  • 22 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.