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Shp Etf Trust shares owned by BFC Planning

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 49k 53.09
2026-03-31 $2.5M 52k 49.37
2025-12-31 $2.5M 48k 52.53
2025-09-30 $509k 9.7k 52.30
2025-06-30 $365k 7.2k 50.32
2025-03-31 $259k 5.4k 47.89
2024-12-31 $61k 1.2k 50.82

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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust