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Shp Etf Trust shares owned by CWM

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

Historical chart of CWM investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 414 50.72
2024-06-30 $5.0k 100 50.00
2024-03-31 $109k 2.2k 50.14
2023-12-31 $100k 2.1k 48.08

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Shp Etf Trust

Gradient Investments
LPL Financial
Stifel Financial
Brown Financial Advisors
International Assets Investment Management
Mml Investors Services
Private Advisor
Renaissance Technologies
Crescent Grove Advisors
Cascade Wealth Advisors
Citadel Advisors
Orion Portfolio Solutions
Unique Wealth
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Shp Etf Trust