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Shp Etf Trust shares owned by Sheets Smith Wealth Management

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

Historical chart of Sheets Smith Wealth Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 5.9k 51.23

More positions owned by Sheets Smith Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Coca-Cola Company (KO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Visa Com Cl A (V)
Copart (CPRT)
Tractor Supply Company (TSCO)
Ishares Tr Shrt Nat Mun Etf (SUB)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ecolab (ECL)
Iqvia Holdings (IQV)
Eli Lilly & Co. (LLY)

View all positions for Sheets Smith Wealth Management

Top funds holding Shp Etf Trust

International Assets Investment Management
Gradient Investments
LPL Financial
Stifel Financial
Mml Investors Services
Private Advisor
Renaissance Technologies
Cascade Wealth Advisors
Citadel Advisors
Orion Portfolio Solutions
Unique Wealth
Envestnet Asset Management
Commonwealth Equity Services
Smith, Moore & Co.
Guardian Financial Partners

View all funds holding Shp Etf Trust