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Spdr Series spdr bofa crss shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial 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 WealthPoint Financial 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 WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $361k 15k 23.67

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding Spdr Series spdr bofa crss

Ilmarinen Mutual Pension Insurance
Sei Investments
Wells Fargo & Company
Neuberger Berman Group
LPL Financial
Ameriprise Financial
Vantagepoint Investment Advisers
Grimes & Company
Us Bancorp
Municipal Employees' Retirement System of Michigan
Wright Fund Managment
Envestnet Asset Management
Advisory Alpha
Diam
State of New Jersey Common Pension Fund D

View all funds holding Spdr Series spdr bofa crss