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Capstone Wealth Management Group »

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

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

Historical chart of Capstone 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 Capstone 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 Capstone Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$904k	10k	89.20
2025-09-30	$917k	10k	90.50
2025-06-30	$846k	10k	82.66
2025-03-31	$869k	11k	76.62
2024-12-31	$905k	12k	77.89

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Top funds holding SPDR Barclays Capital Convertible SecETF

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