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SPDR Barclays Capital Convertible SecETF shares owned by Baron Financial Group

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

Historical chart of Baron Financial Group 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 Baron Financial Group 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 Baron Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.9M 81k 72.15
2023-09-30 $5.5M 82k 67.80
2023-06-30 $5.7M 82k 69.95
2023-03-31 $5.5M 82k 67.07
2022-12-31 $5.3M 82k 64.34
2022-09-30 $5.1M 81k 63.30
2022-06-30 $5.3M 82k 64.56
2022-03-31 $6.3M 82k 76.95
2021-12-31 $6.7M 80k 82.96
2021-09-30 $6.7M 79k 85.35
2021-06-30 $6.9M 79k 86.73
2021-03-31 $6.7M 80k 83.35
2020-12-31 $7.1M 86k 82.79
2020-09-30 $6.5M 95k 68.89

More positions owned by Baron Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Baron Financial Group

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
UBS Group
Wright Fund Managment
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