Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Quarterly reported holdings in Spdr Series spdr bofa crss by Cassady Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$973k	41k	23.55
2025-12-31	$1.0M	42k	23.67

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)

Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)

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

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

Legg Mason Etf Invt Franklin Intl Lw (LVHI)

Amplify Etf Tr Cwp Enhanced Div (DIVO)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Pacer Fds Tr Metaurus Cap 400 (QDPL)

Capital Group Core Balanced SHS (CGBL)

Vaneck Etf Trust Semiconductr Etf (SMH)

Tcw Etf Trust Transform System (PWRD)

Virtus Etf Tr Ii Virtus Us Qlty (JOET)

View all positions for Cassady Wealth & Retirement Planning

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z