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Spdr Series spdr bofa crss shares owned by Perigon Wealth Management

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

Historical chart of Perigon 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 Perigon 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 130k 23.46
2023-12-31 $1.7M 71k 23.38

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Spdr Series spdr bofa crss

Sei Investments
Adventist Health System Sunbelt Healthcare Corp
Neuberger Berman Group
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Ameriprise Financial
Nepc
LPL Financial
Wright Fund Managment
Morgan Stanley
Advisory Alpha
Kensington Asset Management
Municipal Employees' Retirement System of Michigan
Us Bancorp
Capital Analysts

View all funds holding Spdr Series spdr bofa crss