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ACT Advisors »

SPDR Barclays Capital Convertible SecETF shares owned by ACT Advisors

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

Historical chart of ACT Advisors 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 ACT Advisors 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 ACT Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$16M	213k	76.59
2024-03-31	$16M	222k	73.04
2023-06-30	$16M	225k	69.95
2023-03-31	$15M	230k	67.07
2022-12-31	$15M	230k	64.34

More positions owned by ACT Advisors

Spdr Ser Tr Portfolio S&p400 (SPMD)

Ishares Tr Core S&p500 Etf (IVV)

Wisdomtree Tr Us Qtly Div Grt (DGRW)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)

Spdr Ser Tr Portfolio Ln Tsr (SPTL)

Spdr Ser Tr Bbg Conv Sec Etf (CWB)

Vanguard Index Fds Total Stk Mkt (VTI)

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Msci Usa Min Vol (USMV)

J P Morgan Exchange Traded F Betabuilders Us (BBAG)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for ACT Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation

Goldman Sachs Group

Delta Capital Management

Wells Fargo & Company

Pnc Financial Services

New York Life Investment Management

Deutsche Bank Aktiengesellschaft

Envestnet Asset Management

Wright Fund Managment

Northwestern Mutual Wealth Management Company

Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF

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