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SPDR Barclays Capital Convertible SecETF shares owned by Alliance Wealth Advisors

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

Historical chart of Alliance Wealth 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 Alliance Wealth Advisors 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 Alliance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 90.50
2024-12-31 $3.0M 38k 77.89
2024-09-30 $3.6M 47k 76.59
2023-09-30 $4.2M 62k 67.80
2023-06-30 $4.3M 61k 69.95
2022-12-31 $4.1M 63k 64.34

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View all positions for Alliance Wealth Advisors

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