Spdr Series spdr bofa crss shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Spdr Series spdr bofa crss
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All positions including Spdr Series spdr bofa crss held by Lifeworks Advisors 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 Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 77k | 23.94 |
| 2025-06-30 | $1.9M | 79k | 23.80 |
| 2025-03-31 | $1.9M | 81k | 23.42 |
| 2024-12-31 | $629k | 27k | 23.47 |
| 2024-09-30 | $802k | 33k | 24.05 |