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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
2023-09-30 $3.0M 132k 22.42

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

Top funds holding Spdr Series spdr bofa crss

Adventist Health System Sunbelt Healthcare Corp
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Bank of America Corporation
Nepc
Wright Fund Managment
Advisory Alpha
Neuberger Berman Group
Kensington Asset Management
Municipal Employees' Retirement System of Michigan
Capital Analysts
Allspring Global Investments Holdings
W. E. Donoghue & Co
Great Valley Advisor Group
CWM

View all funds holding Spdr Series spdr bofa crss