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SPDR Barclays Capital Convertible SecETF shares owned by Atticus Wealth Management

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

Historical chart of Atticus Wealth Management 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 Atticus Wealth Management 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 Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 744 76.58

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Technology (XLK)

View all positions for Atticus Wealth Management

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