Arete Wealth Advisors »

Shp Etf Trust shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Shp Etf Trust by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 52k 52.29
2025-06-30 $1.8M 36k 50.32
2025-03-31 $813k 17k 47.89
2024-12-31 $728k 14k 50.92
2024-09-30 $718k 14k 51.09
2024-03-31 $585k 12k 50.36
2023-12-31 $340k 7.1k 48.20