Spdr Series spdr bofa crss shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Spdr Series spdr bofa crss (SPHY) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Spdr Series spdr bofa crss
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Quarterly reported holdings in Spdr Series spdr bofa crss by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 23k | 23.94 |
| 2025-06-30 | $829k | 35k | 23.81 |
| 2025-03-31 | $595k | 25k | 23.42 |
| 2024-12-31 | $642k | 27k | 23.47 |
| 2024-09-30 | $625k | 26k | 24.05 |
| 2023-09-30 | $636k | 28k | 22.42 |
| 2022-12-31 | $715k | 31k | 22.86 |
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