Spdr Series spdr bofa crss shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Spdr Series spdr bofa crss
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Quarterly reported holdings in Spdr Series spdr bofa crss by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 51k | 24.05 |
| 2024-06-30 | $1.2M | 51k | 23.23 |
| 2024-03-31 | $955k | 41k | 23.47 |
| 2023-12-31 | $951k | 41k | 23.38 |
| 2023-09-30 | $1.3M | 55k | 22.77 |
| 2023-06-30 | $1.3M | 55k | 22.84 |
| 2023-03-31 | $1.3M | 56k | 22.99 |
| 2022-12-31 | $814k | 36k | 22.34 |
| 2022-09-30 | $447k | 21k | 21.83 |
| 2022-06-30 | $450k | 20k | 22.46 |