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Spdr Series spdr bofa crss shares owned by Birch Financial Group

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Spdr Series spdr bofa crss

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All positions including Spdr Series spdr bofa crss held by Birch Financial Group 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 Birch Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $111k 4.9k 22.59
2025-03-31 $249k 11k 23.42
2024-12-31 $459k 20k 23.47

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General Dynamics Corporation M (GD)
Home Depot M (HD)
Johnson & Johnson M (JNJ)
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Amazon.com, Inc. - M (AMZN)

View all positions for Birch Financial Group

Top funds holding Spdr Series spdr bofa crss

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

View all funds holding Spdr Series spdr bofa crss