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SPDR Barclays Capital Convertible SecETF shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth Advisors 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 BKD Wealth Advisors 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 BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $427k 5.5k 77.89
2024-09-30 $419k 5.5k 76.59
2024-06-30 $395k 5.5k 72.06
2024-03-31 $400k 5.5k 73.04

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View all positions for BKD Wealth Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Bank of America Corporation
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
Assetmark
LPL Financial
Bessemer
Wells Fargo & Company
Delta Capital Management
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Allianz Asset Management

View all funds holding SPDR Barclays Capital Convertible SecETF