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Spdr Series spdr bofa crss shares owned by GenTrust

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

Historical chart of GenTrust investment in Spdr Series spdr bofa crss

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All positions including Spdr Series spdr bofa crss held by GenTrust 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 GenTrust

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 239k 24.05
2024-06-30 $6.0M 259k 23.23
2024-03-31 $5.1M 217k 23.46

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Euro (IEUR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Select Sector Spdr Tr Energy (XLE)

View all positions for GenTrust

Top funds holding Spdr Series spdr bofa crss

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

View all funds holding Spdr Series spdr bofa crss