SPDR Barclays Capital Convertible SecETF shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 27k | 73.04 |
| 2023-12-31 | $1.7M | 24k | 72.15 |
| 2023-09-30 | $1.7M | 25k | 67.80 |
| 2023-06-30 | $1.7M | 25k | 69.95 |
| 2023-03-31 | $1.6M | 25k | 67.07 |
| 2022-12-31 | $944k | 15k | 64.34 |
| 2022-09-30 | $953k | 15k | 63.30 |
| 2022-06-30 | $1.2M | 18k | 64.57 |
| 2022-03-31 | $1.1M | 14k | 76.93 |
| 2021-12-31 | $958k | 12k | 82.93 |
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