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SPDR Barclays Capital Convertible SecETF shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $255k 3.7k 68.77
2020-06-30 $173k 2.9k 60.51
2020-03-31 $131k 2.7k 47.92
2019-12-31 $145k 2.6k 55.41
2019-09-30 $91k 1.7k 52.69
2019-06-30 $117k 2.2k 52.94
2019-03-31 $15k 278 53.96
2018-12-31 $13k 278 46.76
2018-09-30 $5.0k 90 55.56

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
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Ishares Tr Eafe Grwth Etf (EFG)
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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

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