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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
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)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF