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Shp Etf Trust shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $732k 14k 52.30
2025-06-30 $705k 14k 50.32
2025-03-31 $240k 5.0k 47.89
2024-12-31 $407k 8.0k 50.82

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

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