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SPDR Barclays Capital Convertible SecETF shares owned by Icapital Wealth

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

Historical chart of Icapital 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 Icapital 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 Icapital Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $979k 13k 73.04
2023-12-31 $967k 13k 72.15
2023-09-30 $909k 13k 67.80
2023-06-30 $1.2M 17k 69.95
2023-03-31 $1.1M 17k 67.07
2022-12-31 $1.5M 24k 64.34
2022-09-30 $1.9M 30k 63.31
2022-06-30 $1.9M 30k 64.57
2022-03-31 $2.3M 30k 75.80
2021-12-31 $2.5M 30k 82.97

More positions owned by Icapital Wealth

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Snowflake Cl A (SNOW)
Mongodb Cl A (MDB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Bdc SHS (GSBD)
Crowdstrike Hldgs Cl A (CRWD)
Palo Alto Networks (PANW)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Amazon (AMZN)
Apple (AAPL)
Uber Technologies (UBER)
Alphabet Cap Stk Cl C (GOOG)
Zscaler Incorporated (ZS)
Pure Storage Cl A (PSTG)

View all positions for Icapital 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