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SPDR Barclays Capital Convertible SecETF shares owned by AXS Investments

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

Historical chart of AXS 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 AXS 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 AXS Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 28k 72.06
2024-03-31 $913k 13k 73.04
2023-12-31 $722k 10k 72.15
2023-09-30 $1.1M 16k 67.80
2023-06-30 $490k 7.0k 69.95

More positions owned by AXS Investments

Alphabet Inc Cl A Common (GOOGL)
Microsoft Corp Common (MSFT)
Meta Platforms Common (META)
Netflix Common (NFLX)
Visa Inc Class A Common (V)
Mastercard Inc - A Equity (MA)
Salesforce Equity (CRM)
Adobe Equity (ADBE)
Nvidia Corp Common (NVDA)
Oracle Corp Equity (ORCL)
Accenture Plc-cl A Equity (ACN)
Apple Common (AAPL)
Intuit Equity (INTU)
Servicenow Common (NOW)
Intl Business Machines Corp Equity (IBM)

View all positions for AXS 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