Next Level Wealth Planning »

Spdr Series spdr bofa crss shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning 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 Next Level Wealth Planning 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $354k 15k 23.94
2025-06-30 $348k 15k 23.80
2025-03-31 $274k 12k 23.42

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

Top funds holding Spdr Series spdr bofa crss

Ilmarinen Mutual Pension Insurance
Sei Investments
Wells Fargo & Company
Neuberger Berman Group
Ameriprise Financial
LPL Financial
Vantagepoint Investment Advisers
Grimes & Company
Municipal Employees' Retirement System of Michigan
Us Bancorp
Morgan Stanley
Wright Fund Managment
Envestnet Asset Management
Advisory Alpha
State of New Jersey Common Pension Fund D

View all funds holding Spdr Series spdr bofa crss