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 |
|---|---|---|---|
| 2025-09-30 | $2.5M | 104k | 23.94 |
| 2025-06-30 | $3.5M | 147k | 23.80 |
| 2025-03-31 | $1.9M | 80k | 23.42 |
| 2024-12-31 | $1.4M | 59k | 23.47 |
| 2024-09-30 | $1.1M | 45k | 24.05 |
| 2024-06-30 | $810k | 35k | 23.23 |
| 2024-03-31 | $444k | 19k | 23.46 |