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Spdr Series spdr bofa crss shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 146k 23.23
2024-03-31 $5.8M 249k 23.46
2023-09-30 $3.0M 132k 22.42

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

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
Nepc
Toews Corp
Diversify Advisory Services

View all funds holding Spdr Series spdr bofa crss