Baldrige Asset Management »

SPDR Barclays Capital Convertible SecETF shares owned by Baldrige Asset Management

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

Historical chart of Baldrige Asset 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 Baldrige Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Baldrige Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $147k 2.2k 67.22
2022-12-31 $141k 2.2k 64.47
2022-09-30 $201k 3.2k 63.39
2022-06-30 $205k 3.2k 64.65
2022-03-31 $74k 961 77.00
2021-12-31 $154k 1.9k 83.06

More positions owned by Baldrige Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Msci (MSCI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Air Products & Chemicals (APD)

View all positions for Baldrige Asset Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF