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Shp Etf Trust shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 28k 52.30
2025-06-30 $1.1M 21k 50.32

More positions owned by BlueStem Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Growth Etf Etf (VUG)
Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Columbia Research Enhanced Core Etf Etf (RECS)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Harbor Scientific Alpha High-yield Etf Etf (SIHY)
Tcw Flexible Income Etf Etf (FLXR)
Ishares Convertible Bond Etf Etf (ICVT)

View all positions for BlueStem Wealth Partners

Top funds holding Shp Etf Trust

LPL Financial
Gradient Investments
Stifel Financial
UBS Group
Mml Investors Services
Royal Bank of Canada
Private Advisor
Howard Capital Management
Merit Financial Group
Second Half Financial Partners
MADDEN SECURITIES Corp
Envestnet Asset Management
Cascade Wealth Advisors
Two Sigma Investments
Cetera Investment Advisers

View all funds holding Shp Etf Trust