SPDR Barclays Capital Convertible SecETF shares owned by Adviser Investments
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 82k | 90.50 |
| 2025-06-30 | $6.3M | 76k | 82.66 |
| 2025-03-31 | $287k | 3.7k | 76.62 |
| 2024-12-31 | $309k | 4.0k | 77.89 |
| 2024-09-30 | $236k | 3.1k | 76.59 |
| 2024-06-30 | $222k | 3.1k | 72.06 |
| 2024-03-31 | $226k | 3.1k | 73.04 |
| 2023-12-31 | $223k | 3.1k | 72.15 |
| 2021-09-30 | $1.1M | 13k | 85.37 |
| 2021-06-30 | $1.0M | 12k | 86.75 |
| 2020-12-31 | $1.0M | 12k | 82.82 |
| 2020-06-30 | $933k | 15k | 60.53 |
| 2020-03-31 | $213k | 4.5k | 47.87 |
| 2019-03-31 | $1.8M | 35k | 52.25 |
| 2018-12-31 | $2.2M | 47k | 46.80 |
| 2018-09-30 | $227k | 4.2k | 53.94 |
| 2018-06-30 | $8.1M | 153k | 53.02 |
| 2018-03-31 | $257k | 5.0k | 51.69 |
| 2017-12-31 | $251k | 5.0k | 50.59 |
| 2017-09-30 | $259k | 5.1k | 51.05 |
| 2017-06-30 | $234k | 4.7k | 49.52 |
Top funds holding SPDR Barclays Capital Convertible SecETF
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