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SPDR Barclays Capital Convertible SecETF shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Oakmont Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 289k 73.04
2023-12-31 $22M 307k 72.15
2023-09-30 $21M 316k 67.80
2023-06-30 $22M 320k 69.95
2023-03-31 $684k 10k 67.07
2022-12-31 $723k 11k 64.34
2022-09-30 $718k 11k 63.34

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View all positions for Oakmont Partners

Top funds holding SPDR Barclays Capital Convertible SecETF

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