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Spdr Series spdr bofa crss shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management 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 Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $325k 14k 23.32
2025-12-31 $327k 14k 23.67
2025-09-30 $260k 11k 23.94

More positions owned by Axxcess Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds State Street Spd (SPDW)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Axxcess Wealth Management

Top funds holding Spdr Series spdr bofa crss

Bank of America Corporation
Ilmarinen Mutual Pension Insurance
Sei Investments
Wells Fargo & Company
Neuberger Berman Group
LPL Financial
Ameriprise Financial
Municipal Employees' Retirement System of Michigan
Vantagepoint Investment Advisers
Us Bancorp
Elo Mutual Pension Insurance
Morgan Stanley
Envestnet Asset Management
Advisory Alpha
Creative Planning

View all funds holding Spdr Series spdr bofa crss