Spdr Series spdr bofa crss shares owned by Appleton Partners
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Spdr Series spdr bofa crss
Tip: Access up to 7 years of quarterly data
All positions including Spdr Series spdr bofa crss held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr Series spdr bofa crss by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 130k | 23.94 |
| 2025-06-30 | $3.0M | 127k | 23.80 |
| 2025-03-31 | $2.9M | 125k | 23.42 |
| 2024-12-31 | $2.8M | 120k | 23.47 |
| 2024-09-30 | $2.8M | 117k | 24.05 |
| 2024-06-30 | $2.7M | 114k | 23.23 |
| 2024-03-31 | $2.6M | 109k | 23.46 |
| 2023-12-31 | $2.5M | 105k | 23.38 |