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
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

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

Tompkins Financial's SPYI Position: Q2 2026 in Review

Tompkins Financial held its NEOS S&P 500 High Income ETF (SPYI) position steady in Q2 2026 at 1,062 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Tompkins Financial first reported a position in SPYI in Q4 2023 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold SPYI as of Q2 2026.

  • Tompkins Financial held 1,062 shares of NEOS S&P 500 High Income ETF worth $56.4K as of Q2 2026.
  • Tompkins Financial left its NEOS S&P 500 High Income ETF share count unchanged in Q2 2026.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #325 holding.
  • Tompkins Financial first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 7 quarters since.
  • 446 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.