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Shp Etf Trust shares owned by Northeast Financial Consultants

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

Historical chart of Northeast Financial Consultants investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-06-30 $551k 11k 50.32
2025-03-31 $524k 11k 47.89
2024-12-31 $556k 11k 50.82
2024-09-30 $499k 9.7k 51.23
2024-06-30 $489k 9.7k 50.15

More positions owned by Northeast Financial Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Blackstone Secd Lending Common Stock (BXSL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Golub Capital BDC (GBDC)
Apple (AAPL)
First Tr Exchange-traded Dj Internt Idx (FDN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Northeast Financial Consultants

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