BridgePort Financial Solutions »

SPDR Barclays Capital Convertible SecETF shares owned by BridgePort Financial Solutions

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

Historical chart of BridgePort Financial Solutions 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 BridgePort Financial Solutions 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 BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 90.50
2025-06-30 $933k 11k 82.66
2025-03-31 $946k 12k 76.62
2024-12-31 $965k 12k 78.69

More positions owned by BridgePort Financial Solutions

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for BridgePort Financial Solutions

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF