SPDR Barclays Capital Convertible SecETF shares owned by Values First Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Values First Advisors
from 13F filings
Historical chart of Values First Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Values First Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1k | 16 | 71.56 |
| 2023-12-31 | $1.1k | 16 | 70.50 |
| 2023-09-30 | $875k | 13k | 67.80 |
| 2023-06-30 | $869k | 12k | 69.95 |
| 2023-03-31 | $806k | 12k | 67.07 |
| 2022-12-31 | $755k | 12k | 64.34 |
| 2022-09-30 | $669k | 11k | 63.30 |
| 2022-06-30 | $674k | 10k | 64.53 |
| 2022-03-31 | $1.2M | 16k | 76.98 |
| 2021-12-31 | $1.2M | 14k | 82.92 |
| 2021-09-30 | $1.1M | 13k | 85.36 |
| 2021-06-30 | $967k | 11k | 86.70 |
| 2021-03-31 | $1.0M | 12k | 83.36 |
| 2020-12-31 | $1.0M | 12k | 82.78 |
| 2020-09-30 | $901k | 13k | 68.87 |
| 2020-06-30 | $770k | 13k | 60.53 |
| 2020-03-31 | $603k | 13k | 47.86 |
| 2019-12-31 | $871k | 16k | 55.52 |
Top funds holding SPDR Barclays Capital Convertible SecETF
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