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Spdr Series spdr bofa crss shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $883k 37k 24.05
2024-03-31 $574k 25k 23.17

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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
Nepc
Toews Corp
Diversify Advisory Services

View all funds holding Spdr Series spdr bofa crss