Who owns SHP ETF TRUST?
- Ticker: SPYI
- CUSIP Number: 78433h303
Tip: Access positions for across all investors
Analyze quarterly positions in Shp Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SHP ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
International Assets Investment Management | 8.0M | $155M | 5382% | Sep 2024 |
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Gradient Investments | 1.8M | $91M | 406% | Sep 2024 |
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LPL Financial | 654k | $34M | -3% | Sep 2024 |
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Stifel Financial | 401k | $20M | 1% | Jun 2024 |
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Brown Financial Advisors | 164k | $8.4M | 2857% | Sep 2024 |
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Mml Investors Services | 155k | $7.9M | 51% | Sep 2024 |
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Private Advisor | 134k | $6.9M | 103% | Sep 2024 |
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Renaissance Technologies | 133k | $6.8M | -41% | Sep 2024 |
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Cascade Wealth Advisors | 122k | $6.3M | 0% | Sep 2024 |
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Citadel Advisors | 119k | $6.1M | 2611% | Sep 2024 |
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Orion Portfolio Solutions | 90k | $4.6M | 100% | Sep 2024 |
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Unique Wealth | 61k | $3.1M | -38% | Sep 2024 |
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Envestnet Asset Management | 54k | $2.8M | 27% | Sep 2024 |
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Commonwealth Equity Services | 51k | $2.6M | 46% | Sep 2024 |
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Smith, Moore & Co. | 50k | $2.5M | 20% | Sep 2024 |
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Guardian Financial Partners | 42k | $2.2M | 10% | Sep 2024 |
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Royal Bank of Canada | 41k | $2.1M | 122% | Sep 2024 |
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Delta Investment Management | 41k | $2.1M | 32% | Sep 2024 |
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Morgan Stanley | 40k | $2.0M | 797180% | Jun 2024 |
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Jane Street | 40k | $2.0M | 15% | Sep 2024 |
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Aptus Capital Advisors | 39k | $2.0M | -12% | Sep 2024 |
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Cascade Investment Group | 36k | $1.9M | 5% | Sep 2024 |
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Branch Banking & Trust Company | 35k | $1.8M | 30% | Jun 2024 |
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Cambridge Investment Research Advisors | 35k | $1.8M | 31% | Sep 2024 |
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U.S. Capital Wealth Advisors | 35k | $1.8M | 8% | Sep 2024 |
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Paladin Wealth | 33k | $1.7M | 100% | Sep 2024 |
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Atria Wealth Solutions | 30k | $1.5M | 31% | Sep 2024 |
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High Net Worth Advisory Group | 29k | $1.5M | 40% | Sep 2024 |
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Brown, Lisle/cummings | 29k | $1.5M | 2% | Sep 2024 |
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Sowell Financial Services | 27k | $1.4M | 100% | Sep 2024 |
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Newbridge Financial Services Group | 27k | $1.4M | 1631% | Sep 2024 |
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Stephens | 27k | $1.4M | 100% | Sep 2024 |
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Fortress Wealth Management | 26k | $1.3M | 13% | Sep 2024 |
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PDS Planning | 20k | $1.0M | 100% | Sep 2024 |
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Gainplan | 20k | $1.0M | 0% | Sep 2024 |
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Cetera Investment Advisers | 20k | $1.0M | 105% | Jun 2024 |
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Mariner Wealth Advisors | 20k | $1.0M | 100% | Sep 2024 |
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National Asset Management | 20k | $997k | 100% | Jun 2024 |
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CAP Partners | 19k | $970k | 18% | Sep 2024 |
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Willner & Heller | 17k | $872k | -8% | Sep 2024 |
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Jupiter Wealth Management | 16k | $835k | 0% | Sep 2024 |
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Cary Street Partner Investment Advisory | 16k | $822k | 16% | Sep 2024 |
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Insigneo Advisory Services | 16k | $818k | 100% | Sep 2024 |
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Claro Advisors | 16k | $817k | 4% | Sep 2024 |
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Rockefeller Capital Management | 16k | $790k | 100% | Jun 2024 |
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HighTower Advisors | 15k | $773k | -29% | Jun 2024 |
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Arete Wealth Advisors | 14k | $718k | 21% | Sep 2024 |
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HBW Advisory Services | 14k | $718k | 1% | Sep 2024 |
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Camarda Wealth Advisory | 14k | $712k | -83% | Sep 2024 |
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NewEdge Wealth | 14k | $710k | 11% | Sep 2024 |
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Gladstone Institutional Advisory | 13k | $663k | 100% | Sep 2024 |
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PFG Investments | 13k | $640k | 100% | Jun 2024 |
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Moloney Securities Asset Management | 13k | $647k | 7% | Sep 2024 |
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Davenport & Co | 12k | $599k | -16% | Sep 2024 |
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Advisor Group Holdings | 12k | $594k | 11501% | Sep 2024 |
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Diversify Wealth Management | 12k | $586k | 102% | Sep 2024 |
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RFG Advisory | 11k | $540k | 33% | Sep 2024 |
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Integrated Wealth Concepts | 10k | $534k | 4% | Sep 2024 |
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Mirae Asset Global Investments | 10k | $511k | 0% | Sep 2024 |
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Leo Wealth | 9.9k | $507k | 100% | Sep 2024 |
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Northeast Financial Consultants | 9.7k | $499k | 0% | Sep 2024 |
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CoreCap Advisors | 9.6k | $491k | 27% | Sep 2024 |
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ELCO Management | 9.6k | $491k | 1% | Sep 2024 |
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H D Vest Advisory Services | 8.7k | $436k | 46% | Jun 2024 |
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Mattson Financial Services | 8.2k | $412k | -1% | Sep 2024 |
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Napa Wealth Management | 8.2k | $418k | 100% | Sep 2024 |
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Silver Oak Securities | 7.9k | $402k | 65% | Sep 2024 |
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Kingswood Wealth Advisors | 7.5k | $384k | 30% | Sep 2024 |
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Jpmorgan Chase & Co | 6.8k | $350k | 100% | Sep 2024 |
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Ameritas Advisory Services | 6.8k | $346k | 30% | Sep 2024 |
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Stratos Wealth Partners | 6.6k | $341k | 20% | Sep 2024 |
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AE Wealth Management | 6.4k | $328k | 100% | Sep 2024 |
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Centennial Bank | 6.0k | $309k | 599% | Sep 2024 |
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Us Bancorp | 6.0k | $307k | 50% | Sep 2024 |
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Kestra Advisory Services | 6.0k | $306k | -83% | Sep 2024 |
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Creative Planning | 6.0k | $306k | 100% | Sep 2024 |
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Sheets Smith Wealth Management | 5.9k | $301k | 100% | Sep 2024 |
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Atomi Financial Group | 5.6k | $289k | -9% | Sep 2024 |
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Grant/GrossMendelsohn | 5.6k | $289k | 100% | Sep 2024 |
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PFG Advisors | 5.4k | $279k | 100% | Sep 2024 |
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Quartz Partners | 5.4k | $278k | 100% | Sep 2024 |
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Traynor Capital Management | 5.3k | $269k | -21% | Sep 2024 |
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SeaCrest Wealth Management | 5.1k | $263k | 100% | Sep 2024 |
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Novak & Powell Financial Services | 5.1k | $256k | 100% | Jun 2024 |
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Great Valley Advisor Group | 4.9k | $249k | 100% | Sep 2024 |
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Carolinas Wealth Consulting | 4.8k | $245k | 0% | Sep 2024 |
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Key Client Fiduciary Advisors | 4.6k | $235k | 100% | Sep 2024 |
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Ashton Thomas Private Wealth | 4.4k | $227k | 100% | Sep 2024 |
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Capital Investment Advisory Services | 4.1k | $208k | 87% | Sep 2024 |
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Pnc Financial Services | 4.0k | $204k | 100% | Sep 2024 |
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Csenge Advisory Group | 3.9k | $202k | 100% | Sep 2024 |
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Castleview Partners | 3.0k | $152k | 6% | Sep 2024 |
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MGB Wealth Management | 2.5k | $128k | 0% | Sep 2024 |
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Continuum Advisory | 2.4k | $127k | 503% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 2.3k | $117k | 100% | Sep 2024 |
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Atticus Wealth Management | 2.0k | $105k | 0% | Sep 2024 |
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HBC Financial Services, P | 2.0k | $102k | 5% | Sep 2024 |
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Creative Financial Designs | 1.8k | $92k | 177% | Sep 2024 |
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IFP Advisors | 1.4k | $71k | 379% | Jun 2024 |
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A. Montag and Associates | 934.00 | $48k | 100% | Sep 2024 |
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Goss Wealth Management | 870.00 | $44k | -69% | Jun 2024 |
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CWM | 414.00 | $21k | 314% | Sep 2024 |
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Principal Securities | 352.00 | $18k | 76% | Sep 2024 |
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Glassman Wealth Services | 330.00 | $17k | 10% | Sep 2024 |
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Raleigh Capital Management | 325.00 | $17k | 86% | Sep 2024 |
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Wells Fargo & Company | 302.00 | $16k | -76% | Sep 2024 |
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Ridgewood Investments | 300.00 | $15k | 100% | Sep 2024 |
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GHP Investment Advisors | 241.00 | $12k | 39% | Sep 2024 |
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Pacifica Partners | 221.00 | $11k | 100% | Sep 2024 |
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Global Retirement Partners | 128.00 | $6.6k | 3% | Sep 2024 |
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MCF Advisors | 116.00 | $5.9k | 100% | Sep 2024 |
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First Personal Financial Services | 102.00 | $5.2k | 100% | Sep 2024 |
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Tucker Asset Management | 102.00 | $5.1k | 0% | Jun 2024 |
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Harbour Investments | 76.00 | $3.9k | 100% | Sep 2024 |
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Pin Oak Investment Advisors | 75.00 | $4.0k | 100% | Jun 2024 |
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DHJJ Financial Advisors | 37.00 | $1.9k | 37% | Sep 2024 |
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Larson Financial Group | 33.00 | $1.7k | 100% | Sep 2024 |
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Tower Research Capital | 31.00 | $1.6k | 100% | Jun 2024 |
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Crewe Advisors | 25.00 | $1.3k | 100% | Sep 2024 |
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Roble, Belko & Company | 13.00 | $1.0k | 100% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 12.00 | $615.000000 | 0% | Sep 2024 |
|
Bradley & Co. Private Wealth Management | 1.00 | $50.000000 | 0% | Jun 2024 |
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Who sold out of Shp Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Lee Johnson Capital Management | Jun 2024 | 642k | $32M |
Susquehanna International | Jun 2024 | 49k | $2.5M |
Crescent Grove Advisors | Jun 2024 | 28k | $1.4M |
Compass Ion Advisors | Jun 2024 | 26k | $1.3M |
Belvedere Trading | Jun 2024 | 15k | $753k |
Millennium Management | Jun 2024 | 11k | $553k |
Axxcess Wealth Management | Jun 2024 | 8.9k | $445k |
Mercer Global Advisors | Mar 2024 | 5.1k | $256k |
Empower Advisory Group | Jun 2024 | 4.6k | $228k |
Coastal Investment Advisors | Jun 2024 | 4.0k | $201k |
Triad Wealth Partners | Jun 2024 | 1.0k | $51k |
AlphaMark Advisors | Jun 2024 | 875.00 | $44k |