SPDR Barclays Capital Convertible SecETF shares owned by Berger Financial Group
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $282k | 3.7k | 76.60 |
| 2024-03-31 | $279k | 3.8k | 73.03 |
| 2023-12-31 | $289k | 4.0k | 72.16 |
| 2023-09-30 | $275k | 4.1k | 67.80 |
| 2023-06-30 | $283k | 4.1k | 69.96 |
| 2023-03-31 | $278k | 4.1k | 67.07 |
| 2022-12-31 | $279k | 4.3k | 64.34 |
| 2022-09-30 | $264k | 4.2k | 63.23 |
| 2022-06-30 | $270k | 4.2k | 64.64 |
| 2022-03-31 | $321k | 4.2k | 76.87 |
| 2021-12-31 | $324k | 3.9k | 82.95 |
| 2021-09-30 | $409k | 4.8k | 85.37 |
| 2021-06-30 | $416k | 4.8k | 86.83 |
| 2021-03-31 | $448k | 5.4k | 83.33 |
| 2020-12-31 | $675k | 8.2k | 82.77 |
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