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Spdr Series spdr bofa crss shares owned by Triad Financial Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2023-09-30 $465k 21k 22.42
2023-06-30 $450k 20k 22.84
2023-03-31 $452k 20k 22.98
2022-12-31 $439k 20k 22.34

More positions owned by Triad Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Triad Financial Advisors

Top funds holding Spdr Series spdr bofa crss

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

View all funds holding Spdr Series spdr bofa crss