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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
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

SPDR S&P 500 ETF Trust USD Class Etf (SPY)
Vanguard Financials ETF Etf (VFH)
Technology Select Sector SPDR Fund USD Class Etf (XLK)
Invesco Nasdaq 100 ETF USD Class Etf (QQQM)
iShares 1-3 Year Treasury Bond ETF USD Class Etf (SHY)
Schwab US Dividend Equity ETF USD Class Etf (SCHD)
iShares 0-3 Month Treasury Bond ETF USD Class Etf (SGOV)
Vanguard Dividend Appreciation ETF USD Class Etf (VIG)
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Etf (XHLF)
SPDR Bloomberg High Yield Bond ETF USD Class Etf (JNK)
Bellring Brands (BRBR)
BNY Mellon US Large Cap Core Equity ETF USD Class Etf (BKLC)
Vanguard Russell 1000 Growth ETF Etf (VONG)
Alerian MLP ETF USD Class Etf (AMLP)
PIMCO 0-5 Year High Yield Corporate Bond Index ETF Etf (HYS)

View all positions for Advisors Preferred

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Bank of America Corporation
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
Assetmark
LPL Financial
Bessemer
Wells Fargo & Company
Delta Capital Management
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Allianz Asset Management

View all funds holding SPDR Barclays Capital Convertible SecETF