Spdr Series spdr bofa crss shares owned by Instrumental Wealth
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in Spdr Series spdr bofa crss
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Quarterly reported holdings in Spdr Series spdr bofa crss by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $393k | 17k | 23.80 |
| 2025-06-30 | $381k | 16k | 23.54 |
| 2025-03-31 | $368k | 16k | 23.31 |
| 2024-12-31 | $360k | 15k | 23.74 |
| 2024-09-30 | $332k | 14k | 23.82 |
| 2024-06-30 | $314k | 13k | 23.46 |
| 2024-03-31 | $304k | 13k | 23.16 |
| 2023-12-31 | $325k | 14k | 23.33 |
| 2023-09-30 | $307k | 14k | 22.01 |
| 2023-06-30 | $310k | 14k | 22.87 |
| 2023-03-31 | $298k | 13k | 22.71 |