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Spdr Series spdr bofa crss shares owned by Wealth Group

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

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

May 2024Jul 2024Sep 2024Nov 2024Jan 2025300k400k500k600k15k20k25k
Value ($)Share countHistorical SPHY position of Wealth Group Source: stockzoa.comValue ($)Share count

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $604k 26k 23.49
2024-09-30 $515k 21k 24.07
2024-06-30 $398k 17k 23.22
2024-03-31 $315k 13k 23.43

More positions owned by Wealth Group

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
TJX Companies (TJX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
Truist Financial Corp equities (TFC)
Mastercard Incorporated Cl A (MA)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
Meta Platforms Cl A (META)
Duke Energy Corp Com New (DUK)
Costco Wholesale Corporation (COST)
Home Depot (HD)

View all positions for Wealth Group

Top funds holding Spdr Series spdr bofa crss

Ilmarinen Mutual Pension Insurance
Sei Investments
Adventist Health System Sunbelt Healthcare Corp
Wells Fargo & Company
Wright Fund Managment
Vantagepoint Investment Advisers
Ameriprise Financial
State of New Jersey Common Pension Fund D
LPL Financial
Morgan Stanley
Us Bancorp
Kensington Asset Management
Goldman Sachs Group
Goodman & Company, Investment Counsel
Diversify Advisory Services

View all funds holding Spdr Series spdr bofa crss