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Spdr Series spdr bofa crss shares owned by Summit Financial Wealth Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 9.3k 23.84

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth 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
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