Spdr Series spdr bofa crss shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial 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 Peak Financial 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 Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $405k | 17k | 23.67 |
| 2025-09-30 | $418k | 17k | 23.94 |
| 2025-06-30 | $488k | 21k | 23.80 |
| 2025-03-31 | $358k | 15k | 23.42 |
| 2024-12-31 | $349k | 15k | 23.47 |
| 2024-09-30 | $363k | 15k | 24.05 |
| 2024-06-30 | $331k | 14k | 23.23 |
| 2024-03-31 | $323k | 14k | 23.46 |
| 2023-12-31 | $226k | 9.7k | 23.38 |
| 2023-09-30 | $271k | 12k | 22.42 |
| 2023-06-30 | $428k | 19k | 22.84 |