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SPDR Barclays Capital Convertible SecETF shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 70k 76.58
2024-06-30 $5.1M 70k 72.07
2024-03-31 $5.0M 69k 73.04
2023-12-31 $5.1M 70k 72.14
2023-09-30 $4.8M 70k 67.80
2023-06-30 $5.6M 80k 69.95
2023-03-31 $4.3M 64k 67.08
2022-12-31 $2.4M 37k 64.33
2022-09-30 $1.8M 28k 63.32
2022-06-30 $1.9M 29k 64.55
2022-03-31 $2.3M 30k 76.96
2021-12-31 $2.2M 27k 82.97
2021-09-30 $2.3M 27k 85.35
2021-06-30 $2.4M 27k 86.74
2021-03-31 $4.2M 51k 83.34
2020-12-31 $4.7M 57k 82.79
2020-09-30 $4.9M 71k 68.89
2020-06-30 $3.8M 63k 60.49
2020-03-31 $3.0M 64k 47.85
2019-12-31 $4.1M 74k 55.50
2019-09-30 $3.1M 58k 52.45
2019-06-30 $2.9M 56k 52.88
2019-03-31 $2.9M 56k 52.25
2018-12-31 $2.3M 49k 46.80

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF