Simplicity Wealth »

Shp Etf Trust shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.9M 74k 53.17
2026-06-30 $524k 9.9k 53.09

More positions owned by Simplicity Wealth

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Amazon (AMZN)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)

View all positions for Simplicity Wealth

Top funds holding Shp Etf Trust

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

View all funds holding Shp Etf Trust