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Cassady Wealth & Retirement Planning »

Spdr Series spdr bofa crss shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Spdr Series spdr bofa crss

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All positions including Spdr Series spdr bofa crss held by Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.0M	42k	23.67

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Legg Mason Etf Invt Franklin Intl Lw (LVHI)

Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Amplify Etf Tr Cwp Enhanced Div (DIVO)

Capital Group Core Balanced SHS (CGBL)

Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)

Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Spdr Series spdr bofa crss

Ilmarinen Mutual Pension Insurance

Sei Investments

Wells Fargo & Company

Neuberger Berman Group

LPL Financial

Ameriprise Financial

Vantagepoint Investment Advisers

Grimes & Company

Us Bancorp

Municipal Employees' Retirement System of Michigan

Envestnet Asset Management

Wright Fund Managment

Advisory Alpha

Diam

State of New Jersey Common Pension Fund D

View all funds holding Spdr Series spdr bofa crss

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