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SPDR Barclays Capital Convertible SecETF shares owned by Ohe Financial

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

Historical chart of Ohe 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 Ohe 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 20k 67.80
2023-06-30 $1.4M 19k 69.95
2023-03-31 $1.3M 19k 67.07
2022-12-31 $1.2M 19k 64.34
2022-09-30 $1.1M 18k 63.30
2022-06-30 $1.1M 17k 64.53
2022-03-31 $1.2M 16k 76.94
2021-12-31 $1.2M 14k 82.93
2021-09-30 $1.2M 14k 85.38
2021-06-30 $1.3M 15k 86.76
2021-03-31 $1.2M 15k 83.33
2020-12-31 $1.3M 16k 82.76
2020-09-30 $1.1M 16k 68.90
2020-06-30 $1.0M 17k 60.55
2020-03-31 $847k 18k 47.91
2019-12-31 $990k 18k 55.54
2019-09-30 $920k 18k 52.46
2019-06-30 $917k 17k 52.88
2019-03-31 $858k 16k 52.26
2018-12-31 $774k 17k 46.81
2018-09-30 $888k 16k 53.99
2018-06-30 $845k 16k 53.05
2018-03-31 $817k 16k 51.70
2017-12-31 $784k 16k 50.63
2017-09-30 $794k 16k 51.11
2017-06-30 $761k 15k 49.68
2017-03-31 $748k 16k 48.15
2016-12-31 $713k 16k 45.68
2016-09-30 $587k 13k 46.38
2016-06-30 $352k 8.0k 43.84

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Apple Stock (AAPL)

View all positions for Ohe Financial

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