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Spdr Series spdr bofa crss shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 67k 23.46
2023-12-31 $368k 16k 23.38

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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