Shp Etf Trust shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors investment in Shp Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Shp Etf Trust held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Shp Etf Trust by Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 320k | 52.87 |
| 2025-06-30 | $19M | 367k | 51.33 |
| 2025-03-31 | $12M | 266k | 46.33 |
| 2024-12-31 | $7.6M | 149k | 50.82 |
| 2024-09-30 | $6.3M | 122k | 51.23 |
| 2024-06-30 | $6.1M | 123k | 49.30 |
| 2024-03-31 | $3.3M | 68k | 49.45 |