SPDR Barclays Capital Convertible SecETF shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 15k | 73.04 |
| 2023-12-31 | $1.1M | 16k | 72.15 |
| 2023-09-30 | $1.1M | 16k | 67.80 |
| 2023-06-30 | $1.0M | 14k | 69.95 |
| 2023-03-31 | $927k | 14k | 67.07 |
| 2022-12-31 | $937k | 15k | 64.34 |
| 2022-09-30 | $921k | 15k | 63.27 |
| 2022-06-30 | $938k | 15k | 64.54 |
| 2022-03-31 | $1.2M | 15k | 76.94 |
| 2021-12-31 | $1.3M | 15k | 82.97 |
| 2021-09-30 | $1.3M | 15k | 85.38 |
| 2021-06-30 | $1.1M | 13k | 86.75 |
| 2021-03-31 | $1.1M | 13k | 83.36 |
| 2020-12-31 | $1.1M | 13k | 82.79 |
| 2020-09-30 | $882k | 13k | 68.92 |
| 2020-06-30 | $831k | 14k | 60.52 |
| 2020-03-31 | $632k | 13k | 47.83 |
| 2019-12-31 | $1.3M | 23k | 55.52 |
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