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SPDR Barclays Capital Convertible SecETF shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth 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 Bright Futures Wealth Management 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 2.8k 77.38
2024-06-30 $222k 3.1k 71.82
2024-03-31 $2.4M 34k 72.19

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Bright Futures Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF