Spdr Series spdr bofa crss shares owned by KWB Wealth
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Spdr Series spdr bofa crss
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Quarterly reported holdings in Spdr Series spdr bofa crss by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $225k | 9.5k | 23.67 |
| 2023-03-31 | $16M | 705k | 22.34 |
| 2022-12-31 | $16M | 693k | 22.34 |
| 2022-09-30 | $16M | 709k | 21.82 |
| 2022-06-30 | $16M | 700k | 22.45 |
| 2022-03-31 | $1.5M | 55k | 26.57 |
| 2021-12-31 | $1.5M | 55k | 26.57 |
| 2021-09-30 | $1.4M | 51k | 26.76 |
| 2021-06-30 | $1.2M | 46k | 26.56 |
| 2021-03-31 | $1.2M | 46k | 26.56 |
| 2020-12-31 | $1.1M | 41k | 26.49 |