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SPDR Barclays Capital Convertible SecETF shares owned by Arlington Trust

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

Historical chart of Arlington Trust 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 Arlington Trust 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 Arlington Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $89k 1.0k 89.20
2025-09-30 $91k 1.0k 90.50
2025-06-30 $83k 1.0k 82.66
2025-03-31 $77k 1.0k 76.62

More positions owned by Arlington Trust

Etf Opportunities Trust (AQEC)
Vanguard Total Stock Market ETF (VTI)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Europe Pacific ETF (VEA)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Invesco S&p 500 Equal Weight Etf (RSP)
Berkshire Hathaway (BRK.B)
iShares S&P 500 Value Index (IVE)
Proshares Tr russ 2000 divd (SMDV)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
iShares S&P MidCap 400 Index (IJH)
Vanguard S&p 500 Etf idx (VOO)

View all positions for Arlington Trust

Top funds holding SPDR Barclays Capital Convertible SecETF

Howard Capital Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Jane Street
Goodman Advisory Group
Raymond James Financial

View all funds holding SPDR Barclays Capital Convertible SecETF