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Shp Etf Trust shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 47k 52.53

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Spdr Gold Tr Gold Shs (GLD)
Seagate Technology Hldngs Pl Ord Shs (STX)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Microsoft Corporation (MSFT)
Gilead Sciences (GILD)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding Shp Etf Trust

LPL Financial
Gradient Investments
UBS Group
Mml Investors Services
Stifel Financial
Private Advisor
Royal Bank of Canada
Howard Capital Management
Raymond James Financial
MADDEN SECURITIES Corp
Merit Financial Group
Second Half Financial Partners
Cetera Investment Advisers
Susquehanna International
Envestnet Asset Management

View all funds holding Shp Etf Trust