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Shp Etf Trust shares owned by Capital Planning

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

Historical chart of Capital Planning investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Capital Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 19k 52.30
2025-06-30 $744k 15k 50.32

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Microsoft Corp Common Stock (MSFT)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Quanta Services Common Stock (PWR)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Boeing Common Stock (BA)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)

View all positions for Capital Planning

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