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SPDR Barclays Capital Convertible SecETF shares owned by Anderson Financial Strategies

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

Historical chart of Anderson Financial Strategies 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 Anderson Financial Strategies 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 Anderson Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 98k 90.50
2025-06-30 $8.2M 99k 82.66
2025-03-31 $7.9M 103k 76.62
2024-12-31 $7.9M 101k 77.89

More positions owned by Anderson Financial Strategies

Wisdomtree Tr Isdomtree Us Va (WTV)
American Centy Etf Tr S Quality Grow (QGRO)
Fidelity Covington Trust Nhanced Intl (FENI)
Ishares Tr Ore Intl Aggr (IAGG)
Flexshares Tr R Scd Us Bd (SKOR)
Spdr Series Trust Bg Conv Sec Etf (CWB)
Ab Active Etfs High Yield Etf (HYFI)
Victory Portfolios Ii Saa Msci Usa Sm (USVM)
Etfis Ser Tr I Irtus Infrcap (PFFA)
J P Morgan Exchange Traded F Ealty Income Et (JPRE)
First Tr Exchange-traded Ng Dur Oprtun (LGOV)
Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO)
Spdr Index Shs Fds &p Em Mkt Div (EDIV)
Hartford Fds Exchange Traded Un Oportunite (HMOP)
Wisdomtree Tr Sdm Emktbd Fd (EMCB)

View all positions for Anderson Financial Strategies

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