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SPDR Barclays Capital Convertible SecETF shares owned by Capstone Investment Advisors

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

Historical chart of Capstone Investment 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 Capstone Investment 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 Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 39k 77.89
2024-09-30 $6.4M 83k 76.59
2024-03-31 $9.5M 130k 73.04
2023-12-31 $7.7M 107k 72.15
2023-06-30 $3.7M 53k 69.95
2021-06-30 $2.4M 27k 86.73
2020-09-30 $643k 9.3k 68.91
2020-06-30 $1.1M 18k 60.51

More positions owned by Capstone Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation Put Option (MSFT)
Amazon Call Option (AMZN)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Tesla Motors Call Option (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Ishares Tr Russell 2000 Etf Put Option (IWM)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Iboxx Hi Yd Etf Put Option (HYG)

View all positions for Capstone Investment 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