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SPDR Barclays Capital Convertible SecETF shares owned by Advisors Preferred

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

Historical chart of Advisors Preferred 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 Advisors Preferred 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 Advisors Preferred

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.6M 105k 91.32
2025-06-30 $3.8M 46k 82.29
2025-03-31 $502k 6.5k 76.78
2024-12-31 $8.7M 112k 78.00
2024-09-30 $6.2M 82k 76.34
2024-03-31 $15M 201k 72.78
2023-12-31 $3.9M 55k 71.56
2023-09-30 $12M 182k 67.41
2023-06-30 $9.3M 132k 70.35
2023-03-31 $4.7M 70k 66.86
2022-12-31 $204k 3.2k 64.11
2022-09-30 $277k 4.3k 64.09
2021-09-30 $175k 2.0k 85.95
2021-06-30 $4.9M 56k 86.85
2021-03-31 $321k 41k 7.76
2020-12-31 $9.7M 118k 82.35
2020-09-30 $1.1M 15k 68.90
2019-12-31 $3.9M 70k 55.50
2019-03-31 $1.3M 25k 52.23
2018-09-30 $1.7M 31k 53.95
2018-06-30 $2.8M 54k 53.02
2018-03-31 $2.7M 52k 51.67
2017-12-31 $2.0M 41k 50.59
2017-09-30 $319k 6.3k 51.02
2017-03-31 $1.2M 26k 48.12
2016-12-31 $1.7M 37k 45.66
2016-09-30 $1.6M 34k 46.35

More positions owned by Advisors Preferred

Consumer Discretionary Select Sector SPDR Fund Etf (XLY)
Communication Services Select Sector SPDR Fund USD Class Etf (XLC)
Technology Select Sector SPDR Fund USD Class Etf (XLK)
iShares MSCI Emerging Markets ETF USD Class Etf (EEM)
Invesco Nasdaq 100 ETF USD Class Etf (QQQM)
Vanguard Information Technology ETF Etf (VGT)
Schwab US Dividend Equity ETF USD Class Etf (SCHD)
iShares 0-3 Month Treasury Bond ETF USD Class Etf (SGOV)
Vanguard Russell 1000 Growth ETF Etf (VONG)
Vanguard Dividend Appreciation ETF USD Class Etf (VIG)
NVIDIA Corporation (NVDA)
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Etf (XHLF)
BNY Mellon US Large Cap Core Equity ETF USD Class Etf (BKLC)
iShares Russell 2000 Value ETF USD Class Etf (IWN)
Microsoft Corporation (MSFT)

View all positions for Advisors Preferred

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF