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SPDR Barclays Capital Convertible SecETF shares owned by Baker Tilly Financial

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

Historical chart of Baker Tilly Financial 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 Baker Tilly Financial 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 Baker Tilly Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 2.6k 90.50
2025-06-30 $238k 2.9k 82.66
2025-03-31 $248k 3.2k 76.62
2024-12-31 $268k 3.4k 77.89
2024-09-30 $249k 3.3k 76.59
2022-12-31 $222k 3.5k 64.34
2021-12-31 $233k 2.8k 82.92

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
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Microsoft Corporation (MSFT)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Baker Tilly Financial

Top funds holding SPDR Barclays Capital Convertible SecETF

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View all funds holding SPDR Barclays Capital Convertible SecETF