Lifeworks Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series spdr bofa crss held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series spdr bofa crss by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $802k 33k 24.05

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

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
Toews Corp
Diversify Advisory Services
Benjamin Edwards

View all funds holding Spdr Series spdr bofa crss