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SPDR Barclays Capital Convertible SecETF shares owned by Geller Family Office Services

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Geller Family Office Services from 13F filings

Historical chart of Geller Family Office Services 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 Geller Family Office Services 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 Geller Family Office Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $331k 4.6k 72.15
2023-09-30 $309k 4.6k 67.80

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Ishares Tr Russell 3000 Etf (IWV)
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Morgan Stanley Com New (MS)

View all positions for Geller Family Office Services

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
New York Life Investment Management
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
Oakmont Partners

View all funds holding SPDR Barclays Capital Convertible SecETF