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SPDR Barclays Capital Convertible SecETF shares owned by Kades & Cheifetz

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

Historical chart of Kades & Cheifetz 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 Kades & Cheifetz 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 Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 14k 73.04
2023-12-31 $900k 13k 72.15

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)

View all positions for Kades & Cheifetz

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
Ameriprise Financial
Envestnet Asset Management
Wright Fund Managment
Bank Of Montreal
UBS Group
Northwestern Mutual Wealth Management Company

View all funds holding SPDR Barclays Capital Convertible SecETF