49 Wealth Management »

Shp Etf Trust shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $554k 10k 53.09

More positions owned by 49 Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Elevation Series Trust Polen Divid Etf (DIVZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Rbb Fund Trust Pathfinder Disc (PFDE)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for 49 Wealth Management

Top funds holding Shp Etf Trust

LPL Financial
Royal Bank of Canada
Gradient Investments
UBS Group
Foguth Wealth Management
Howard Capital Management
Mml Investors Services
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
Private Advisor
Stifel Financial
Susquehanna International
MADDEN SECURITIES Corp
Second Half Financial Partners

View all funds holding Shp Etf Trust