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Spdr Series spdr bofa crss shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth 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 Crestmont Private Wealth 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 Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 248k 23.46
2023-12-31 $6.0M 256k 23.38

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Us Treas Bd Etf (GOVT)
Stellar Bancorp Ord (STEL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Chevron Corporation (CVX)

View all positions for Crestmont Private Wealth

Top funds holding Spdr Series spdr bofa crss

Adventist Health System Sunbelt Healthcare Corp
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Bank of America Corporation
Nepc
Wright Fund Managment
Advisory Alpha
Neuberger Berman Group
Kensington Asset Management
Municipal Employees' Retirement System of Michigan
Capital Analysts
Allspring Global Investments Holdings
W. E. Donoghue & Co
Great Valley Advisor Group
CWM

View all funds holding Spdr Series spdr bofa crss