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Spdr Series spdr bofa crss shares owned by FirstPurpose Wealth

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

Historical chart of FirstPurpose 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 FirstPurpose 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 FirstPurpose Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 71k 23.07
2023-12-31 $1.7M 71k 23.38
2023-09-30 $1.3M 57k 22.42
2023-06-30 $495k 22k 22.84
2023-03-31 $208k 9.0k 22.98

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Phillips Edison & Co Common Stock (PECO)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for FirstPurpose Wealth

Top funds holding Spdr Series spdr bofa crss

Sei Investments
Adventist Health System Sunbelt Healthcare Corp
Wells Fargo & Company
Ameriprise Financial
Wright Fund Managment
Us Bancorp
State of New Jersey Common Pension Fund D
LPL Financial
Neuberger Berman Group
Kensington Asset Management
Goodman & Company, Investment Counsel
Advisory Alpha
Diversify Advisory Services
Toews Corp
Capital Analysts

View all funds holding Spdr Series spdr bofa crss