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Spdr Series spdr bofa crss shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$372k	16k	23.94
2025-06-30	$364k	15k	23.80
2025-03-31	$317k	14k	23.42
2024-12-31	$414k	18k	23.47

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

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

Municipal Employees' Retirement System of Michigan

Us Bancorp

Morgan Stanley

Wright Fund Managment

Envestnet Asset Management

Advisory Alpha

State of New Jersey Common Pension Fund D

View all funds holding Spdr Series spdr bofa crss

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