SPDR Barclays Capital Convertible SecETF shares owned by River Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $14M | 204k | 67.80 |
| 2023-06-30 | $14M | 203k | 69.95 |
| 2023-03-31 | $14M | 202k | 67.07 |
| 2022-12-31 | $13M | 198k | 64.34 |
| 2022-09-30 | $12M | 194k | 63.30 |
| 2022-06-30 | $13M | 195k | 64.56 |
| 2022-03-31 | $15M | 193k | 76.95 |
| 2021-12-31 | $16M | 188k | 82.96 |
| 2021-09-30 | $16M | 184k | 85.35 |
| 2021-06-30 | $16M | 179k | 86.73 |
| 2021-03-31 | $15M | 174k | 83.35 |
| 2020-12-31 | $14M | 168k | 82.79 |
| 2020-09-30 | $11M | 154k | 68.89 |
| 2020-06-30 | $8.4M | 140k | 60.50 |
| 2020-03-31 | $6.5M | 137k | 47.86 |
| 2019-12-31 | $7.4M | 133k | 55.50 |
| 2019-09-30 | $6.6M | 126k | 52.45 |
| 2019-06-30 | $6.0M | 114k | 52.87 |
| 2019-03-31 | $5.6M | 107k | 52.25 |
| 2018-12-31 | $4.9M | 106k | 46.79 |
| 2018-09-30 | $5.7M | 105k | 53.94 |
| 2018-06-30 | $5.2M | 98k | 53.02 |
| 2018-03-31 | $4.8M | 92k | 51.66 |
| 2017-12-31 | $4.6M | 92k | 50.60 |
| 2017-09-30 | $4.4M | 86k | 51.07 |
| 2017-06-30 | $3.7M | 75k | 49.63 |
| 2017-03-31 | $3.3M | 68k | 48.10 |
| 2016-12-31 | $2.8M | 62k | 45.65 |
| 2016-09-30 | $2.6M | 56k | 46.36 |
| 2016-06-30 | $2.1M | 49k | 43.84 |
| 2016-03-31 | $1.6M | 36k | 43.21 |
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