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Spdr Series spdr bofa crss shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 53k 23.46
2023-12-31 $944k 40k 23.38
2023-09-30 $372k 17k 22.42

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding Spdr Series spdr bofa crss

Sei Investments
Adventist Health System Sunbelt Healthcare Corp
Neuberger Berman Group
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Ameriprise Financial
Nepc
LPL Financial
Wright Fund Managment
Morgan Stanley
Advisory Alpha
Kensington Asset Management
Municipal Employees' Retirement System of Michigan
Us Bancorp
Capital Analysts

View all funds holding Spdr Series spdr bofa crss