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Spdr Series spdr bofa crss shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5M 232k 23.67
2025-09-30 $3.0M 126k 23.94
2025-06-30 $625k 26k 23.80
2025-03-31 $240k 10k 23.42
2024-12-31 $205k 8.7k 23.47