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Spdr Series spdr bofa crss shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth Advisors investment in Spdr Series spdr bofa crss

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All positions including Spdr Series spdr bofa crss held by Sightline Wealth 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 Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 8.9k 23.67

More positions owned by Sightline Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sightline Wealth Advisors

Top funds holding Spdr Series spdr bofa crss

Ilmarinen Mutual Pension Insurance
Sei Investments
Wells Fargo & Company
Neuberger Berman Group
LPL Financial
Ameriprise Financial
Vantagepoint Investment Advisers
Grimes & Company
Us Bancorp
Municipal Employees' Retirement System of Michigan
Envestnet Asset Management
Wright Fund Managment
Advisory Alpha
Diam
State of New Jersey Common Pension Fund D

View all funds holding Spdr Series spdr bofa crss