Rockwood Wealth Management »

Shp Etf Trust shares owned by Rockwood Wealth Management

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

Historical chart of Rockwood Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Shp Etf Trust by Rockwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $971k 18k 53.09

More positions owned by Rockwood Wealth Management

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust St Shor Corp Etf (SPSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust St Inter Bd Etf (SPIB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Rockwood Wealth Management

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust