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Spdr Series spdr bofa crss shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Spdr Series spdr bofa crss

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All positions including Spdr Series spdr bofa crss held by Pacific Excel Wealth 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 77k 23.44

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Spdr Series spdr bofa crss

Bank of America Corporation
Ilmarinen Mutual Pension Insurance
Sei Investments
Wells Fargo & Company
Neuberger Berman Group
LPL Financial
Ameriprise Financial
Municipal Employees' Retirement System of Michigan
Vantagepoint Investment Advisers
Wright Fund Managment
Elo Mutual Pension Insurance
Morgan Stanley
Envestnet Asset Management
Advisory Alpha
Creative Planning

View all funds holding Spdr Series spdr bofa crss