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Shp Etf Trust shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $355k 6.8k 52.53
2025-09-30 $5.2k 100 52.30

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Workiva Inc Com Cl A Com Cl A (WK)
Berkshire Hathaway Cl A (BRK.A)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

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
MADDEN SECURITIES Corp
Merit Financial Group
Second Half Financial Partners
Cetera Investment Advisers
Susquehanna International
Envestnet Asset Management
Cascade Wealth Advisors

View all funds holding Shp Etf Trust