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Shp Etf Trust shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Shp Etf Trust

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025010M20M30M0200k400k600k
Value ($)Share countHistorical SPYI position of Private Advisor Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Shp Etf Trust by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-12-31 $34M 665k 50.82
2024-09-30 $6.9M 134k 51.35
2024-06-30 $3.3M 66k 49.91
2024-03-31 $540k 11k 50.36
2023-12-31 $316k 6.6k 48.20

More positions owned by Private Advisor

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding Shp Etf Trust

Gradient Investments
LPL Financial
Private Advisor
Stifel Financial
Second Half Financial Partners
Renaissance Technologies
Brown Financial Advisors
Mml Investors Services
Mattson Financial Services
International Assets Investment Management
Cascade Wealth Advisors
Citadel Advisors
Crescent Grove Advisors
Cetera Investment Advisers
UBS Group

View all funds holding Shp Etf Trust