SPDR Barclays Capital Convertible SecETF shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.6M | 15k | 107.82 |
| 2021-09-30 | $1.9M | 23k | 85.35 |
| 2021-06-30 | $3.8M | 46k | 83.35 |
| 2021-03-31 | $5.0M | 60k | 83.36 |
| 2020-12-31 | $5.0M | 60k | 82.78 |
| 2020-09-30 | $4.8M | 70k | 68.93 |
| 2020-06-30 | $3.0M | 50k | 60.49 |
| 2020-03-31 | $519k | 11k | 47.87 |
| 2019-12-31 | $2.1M | 38k | 55.51 |
| 2019-09-30 | $2.0M | 39k | 52.45 |
| 2019-06-30 | $2.0M | 38k | 52.87 |
| 2019-03-31 | $1.6M | 31k | 52.27 |
| 2018-12-31 | $736k | 16k | 46.79 |
| 2015-06-30 | $517k | 11k | 47.58 |
Top funds holding SPDR Barclays Capital Convertible SecETF
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