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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by ACT Advisors

Quarter filed Position value Share count Share price at filing
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 S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for ACT Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF