SPDR Barclays Capital Convertible SecETF shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $440k | 6.1k | 72.06 |
| 2024-03-31 | $468k | 6.4k | 73.04 |
| 2023-12-31 | $472k | 6.5k | 72.15 |
| 2023-09-30 | $488k | 7.2k | 67.80 |
| 2023-06-30 | $517k | 7.4k | 69.95 |
| 2023-03-31 | $497k | 7.4k | 67.07 |
| 2022-12-31 | $487k | 7.6k | 64.31 |
| 2022-09-30 | $520k | 8.2k | 63.35 |
| 2022-06-30 | $530k | 8.2k | 64.52 |
| 2022-03-31 | $631k | 8.2k | 76.96 |
| 2021-12-31 | $665k | 8.0k | 82.93 |
| 2021-09-30 | $648k | 7.6k | 85.31 |
| 2021-06-30 | $654k | 7.5k | 86.77 |
| 2021-03-31 | $627k | 7.5k | 83.30 |
| 2020-12-31 | $605k | 7.3k | 82.75 |
| 2020-09-30 | $399k | 5.8k | 68.92 |
| 2020-06-30 | $301k | 5.0k | 60.45 |
| 2020-03-31 | $233k | 5.0k | 46.82 |
| 2019-12-31 | $306k | 5.4k | 56.50 |
| 2019-09-30 | $298k | 5.6k | 53.67 |
| 2019-06-30 | $293k | 5.5k | 52.80 |
| 2019-03-31 | $298k | 5.6k | 53.02 |
| 2018-12-31 | $273k | 5.6k | 48.40 |
| 2018-09-30 | $301k | 5.9k | 51.05 |
| 2018-06-30 | $314k | 5.9k | 52.97 |
| 2018-03-31 | $306k | 5.9k | 51.62 |
| 2017-12-31 | $293k | 5.7k | 51.84 |
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