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Shp Etf Trust shares owned by Cary Street Partners Financial

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Cary Street Partners Financial from 13F filings

Historical chart of Cary Street Partners Financial investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 56k 52.53
2025-09-30 $595k 11k 52.30
2025-06-30 $516k 10k 50.32

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Microsoft Corp Stock (MSFT)
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Fairlead Tactical Sector ETF Etf (TACK)
Tcw Flexible Income Etf Etf (FLXR)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Eafe Value Etf Etf (EFV)
Jpmorgan Active Growth Etf Etf (JGRO)

View all positions for Cary Street Partners Financial

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust