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Spdr Series spdr bofa crss shares owned by Wealth Forward

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

Historical chart of Wealth Forward investment in Spdr Series spdr bofa crss

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All positions including Spdr Series spdr bofa crss held by Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 228k 23.94

More positions owned by Wealth Forward

Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Morningstr Us Eq (ILCB)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Schwab Strategic Tr Fundamental Emer (FNDE)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Portfli High Yld (SPHY)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)

View all positions for Wealth Forward

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