Spdr Series spdr bofa crss shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Spdr Series spdr bofa crss
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Quarterly reported holdings in Spdr Series spdr bofa crss by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 74k | 23.38 |
| 2023-09-30 | $1.7M | 74k | 22.42 |
| 2023-06-30 | $1.7M | 73k | 22.84 |
| 2023-03-31 | $1.7M | 23 | 71946.52 |
| 2022-12-31 | $1.6M | 71k | 22.34 |
| 2022-09-30 | $567k | 26k | 21.80 |
| 2022-06-30 | $575k | 26k | 22.45 |
| 2021-12-31 | $206k | 7.7k | 26.60 |
| 2021-09-30 | $207k | 7.7k | 26.78 |
| 2021-06-30 | $210k | 7.8k | 26.86 |
| 2021-03-31 | $207k | 7.8k | 26.55 |
| 2020-12-31 | $209k | 7.9k | 26.53 |
| 2020-03-31 | $350k | 16k | 22.53 |
| 2019-12-31 | $413k | 16k | 26.36 |
| 2019-09-30 | $394k | 15k | 26.14 |
| 2019-06-30 | $351k | 13k | 26.18 |
| 2019-03-31 | $334k | 13k | 26.05 |
| 2018-12-31 | $312k | 13k | 24.73 |
| 2018-09-30 | $357k | 14k | 25.57 |
| 2018-03-31 | $391k | 15k | 25.67 |
More positions owned by Sheets Smith Wealth Management
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