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Spdr Series spdr bofa crss shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $22M 954k 23.23
2023-12-31 $3.7M 157k 23.50
2023-09-30 $1.5M 66k 22.42
2023-06-30 $1.1M 48k 22.84
2023-03-31 $331k 14k 22.98

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfli High Yld (Principal) (SPHY)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Spdr Series spdr bofa crss

Sei Investments
Adventist Health System Sunbelt Healthcare Corp
Wells Fargo & Company
Neuberger Berman Group
State of New Jersey Common Pension Fund D
Ameriprise Financial
Us Bancorp
LPL Financial
Kensington Asset Management
Wright Fund Managment
Morgan Stanley
Goodman & Company, Investment Counsel
Advisory Alpha
Nepc
Toews Corp

View all funds holding Spdr Series spdr bofa crss