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Spdr Series spdr bofa crss shares owned by Portland Financial Advisors

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

Historical chart of Portland 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 Portland 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $471k 20k 23.94
2025-06-30 $439k 19k 23.80
2025-03-31 $427k 18k 23.42

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

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
Us Bancorp
Municipal Employees' Retirement System of Michigan
Wright Fund Managment
Envestnet Asset Management
Diam
State of New Jersey Common Pension Fund D
Advisory Alpha

View all funds holding Spdr Series spdr bofa crss