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SPDR Barclays Capital Convertible SecETF shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 59k 73.04
2023-12-31 $7.8M 108k 72.15
2023-09-30 $1.4M 21k 67.79
2023-06-30 $1.3M 19k 69.95
2023-03-31 $4.7M 69k 67.07
2022-12-31 $3.0M 46k 64.33
2022-09-30 $344k 5.4k 63.32
2016-09-30 $14k 296 47.30

More positions owned by Mariner Wealth Advisors

Ishares S&p 500 Index Etf (IVV)
Apple (AAPL)
Microsoft Stock (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Amazon (AMZN)
Spdr S&p 500 Etf Etf (SPY)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

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