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SPDR Barclays Capital Convertible SecETF shares owned by CI Private Wealth

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in SPDR Barclays Capital Convertible SecETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 22k 73.04
2023-12-31 $1.7M 23k 72.15
2023-09-30 $816k 12k 67.80
2023-06-30 $897k 13k 69.95
2023-03-31 $1.4M 21k 67.07

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View all positions for CI Private Wealth

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Morgan Stanley
Bessemer
LPL Financial
Delta Capital Management
Wells Fargo & Company
New York Life Investment Management
Pnc Financial Services
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Bank Of Montreal
UBS Group

View all funds holding SPDR Barclays Capital Convertible SecETF