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Spdr Series spdr bofa crss shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management 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 Burns Wealth Management 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 53k 23.46

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Sp Smcp600vl Etf (IJS)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Mastercard Incorporated Cl A (MA)

View all positions for Burns Wealth Management

Top funds holding Spdr Series spdr bofa crss

Sei Investments
Adventist Health System Sunbelt Healthcare Corp
Neuberger Berman Group
Wells Fargo & Company
State of New Jersey Common Pension Fund D
Ameriprise Financial
LPL Financial
Nepc
Wright Fund Managment
Morgan Stanley
Advisory Alpha
Kensington Asset Management
Municipal Employees' Retirement System of Michigan
Us Bancorp
Capital Analysts

View all funds holding Spdr Series spdr bofa crss