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Shp Etf Trust shares owned by HighMark Wealth Management

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

Historical chart of HighMark Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 7.8k 52.30
2025-06-30 $206k 4.1k 50.33
2025-03-31 $4.2k 87 47.76

More positions owned by HighMark Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Wells Fargo & Company (WFC)
Performant Finl (PHLT)
Centessa Pharmaceuticals Sponsored Ads (CNTA)
Anaptysbio Inc Common (ANAB)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Ishares Tr Core S&p Mcp Etf (IJH)
Axogen (AXGN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Neogenomics Com New (NEO)

View all positions for HighMark Wealth Management

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