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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
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

More positions owned by Peak Financial Advisors

Simplify Exchange Traded Fun Mbs Etf (MTBA)
World Gold Tr Spdr Gld Minis (GLDM)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Simplify Exchange Traded Fun Managed Futures (CTA)
Simplify Exchange Traded Fun Short Term Trea (TUA)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Ishares Tr Msci India Etf (INDA)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
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Microsoft Corporation (MSFT)
Amazon (AMZN)
Corpay Com Shs
Pulte (PHM)

View all positions for Peak Financial Advisors

Top funds holding Spdr Series spdr bofa crss

Adventist Health System Sunbelt Healthcare Corp
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Bank of America Corporation
Nepc
Wright Fund Managment
Neuberger Berman Group
Kensington Asset Management
Municipal Employees' Retirement System of Michigan
Capital Analysts
Atlas Private Wealth Advisors
Allspring Global Investments Holdings
W. E. Donoghue & Co
CWM
Great Valley Advisor Group

View all funds holding Spdr Series spdr bofa crss