Warren Averett Asset Management »

Shp Etf Trust shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 71k 52.30
2025-06-30 $3.5M 70k 50.32
2025-03-31 $3.1M 65k 47.89
2024-12-31 $2.6M 51k 50.82
2024-09-30 $2.3M 45k 51.23
2024-06-30 $1.4M 28k 50.15

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding Shp Etf Trust

LPL Financial
Gradient Investments
Stifel Financial
UBS Group
Mml Investors Services
Royal Bank of Canada
Private Advisor
Howard Capital Management
Merit Financial Group
Second Half Financial Partners
MADDEN SECURITIES Corp
Envestnet Asset Management
Cascade Wealth Advisors
Two Sigma Investments
Cetera Investment Advisers

View all funds holding Shp Etf Trust