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Spdr Series spdr bofa crss shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co investment in Spdr Series spdr bofa crss

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All positions including Spdr Series spdr bofa crss held by Carl P. Sherr & Co 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 Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 179k 23.94
2025-06-30 $4.1M 171k 23.80
2025-03-31 $3.9M 166k 23.42
2024-12-31 $2.4M 104k 23.47

More positions owned by Carl P. Sherr & Co

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Home Depot (HD)
Spdr Series Trust Portfli High Yld (SPHY)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Carl P. Sherr & Co

Top funds holding Spdr Series spdr bofa crss

Ilmarinen Mutual Pension Insurance
Sei Investments
Wells Fargo & Company
Neuberger Berman Group
Ameriprise Financial
LPL Financial
Vantagepoint Investment Advisers
Grimes & Company
Municipal Employees' Retirement System of Michigan
Us Bancorp
Morgan Stanley
Wright Fund Managment
Envestnet Asset Management
Advisory Alpha
State of New Jersey Common Pension Fund D

View all funds holding Spdr Series spdr bofa crss