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SPDR Barclays Capital Convertible SecETF shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in SPDR Barclays Capital Convertible SecETF

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All positions including SPDR Barclays Capital Convertible SecETF held by Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2025-06-30 $325k 3.9k 82.66
2025-03-31 $314k 4.1k 76.62
2024-12-31 $325k 4.2k 77.89
2024-09-30 $320k 4.2k 76.59
2024-06-30 $291k 4.0k 72.06
2024-03-31 $295k 4.0k 73.04
2023-06-30 $269k 3.8k 70.03
2023-03-31 $258k 3.8k 67.17
2022-12-31 $247k 3.8k 64.31
2021-12-31 $220k 2.7k 82.86
2021-09-30 $227k 2.7k 85.50