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SPDR Barclays Capital Convertible SecETF shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 68k 76.59
2024-06-30 $2.7M 38k 72.06
2024-03-31 $6.7M 91k 73.04
2023-12-31 $9.0M 124k 72.15
2023-09-30 $8.0M 118k 67.80
2023-06-30 $3.0M 43k 69.95
2023-03-31 $3.8M 57k 67.07
2022-12-31 $3.6M 56k 64.34
2022-09-30 $2.7M 43k 63.31
2021-09-30 $6.3M 73k 85.35
2021-06-30 $2.2M 25k 86.74
2021-03-31 $2.1M 25k 83.35
2020-12-31 $4.9M 59k 82.79
2020-09-30 $1.6M 24k 68.88
2020-06-30 $272k 5.7k 47.94
2020-03-31 $272k 5.7k 47.94
2019-12-31 $1.7M 31k 55.50
2019-09-30 $1.4M 26k 52.46
2019-06-30 $504k 9.7k 52.20
2019-03-31 $653k 13k 52.23
2018-12-31 $221k 4.7k 46.81
2018-09-30 $1.0M 19k 53.92
2018-06-30 $763k 14k 53.05
2018-03-31 $959k 19k 51.67
2017-12-31 $771k 15k 50.59
2017-09-30 $850k 17k 51.08
2017-06-30 $2.4M 48k 49.63
2017-03-31 $2.2M 46k 48.10
2016-12-31 $423k 9.3k 45.62
2016-09-30 $307k 6.6k 46.37
2016-06-30 $337k 7.7k 44.03
2016-03-31 $212k 4.9k 43.20
2015-12-31 $2.7M 64k 41.77
2015-09-30 $63k 2.8k 22.36
2015-06-30 $3.1M 65k 47.57
2015-03-31 $2.9M 62k 47.76
2014-12-31 $2.7M 58k 46.88
2014-09-30 $2.9M 59k 49.65
2014-06-30 $3.0M 60k 50.49

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

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