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SPDR Barclays Capital Convertible SecETF shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management 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 Bullock Wealth Management 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 Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $87k 944 92.43
2025-12-31 $92k 1.0k 89.19

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Envestnet Asset Management
Howard Capital Management
LPL Financial
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Bessemer
Delta Capital Management
Ameriprise Financial
Assetmark
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
Goodman Advisory Group

View all funds holding SPDR Barclays Capital Convertible SecETF