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SPDR Barclays Capital Convertible SecETF shares owned by Advisor Resource Council

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Advisor Resource Council from 13F filings

Historical chart of Advisor Resource Council 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 Advisor Resource Council 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 Advisor Resource Council

Quarter filed Position value Share count Share price at filing
2024-03-31 $399k 5.5k 72.15
2023-09-30 $476k 7.0k 67.80
2023-06-30 $663k 9.5k 69.95
2023-03-31 $855k 13k 66.77
2022-12-31 $664k 10k 64.34
2022-09-30 $642k 10k 63.33
2022-06-30 $249k 3.9k 64.47

More positions owned by Advisor Resource Council

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Jpn Etf New (EWJ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Advisor Resource Council

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
LPL Financial
Delta Capital Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
New York Life Investment Management
Pnc Financial Services
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF