SPDR Barclays Capital Convertible SecETF shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $8.3k | 100 | 82.66 |
| 2025-03-31 | $7.7k | 100 | 76.62 |
| 2024-12-31 | $7.9k | 100 | 79.02 |
| 2024-09-30 | $7.8k | 100 | 77.50 |
| 2024-06-30 | $18k | 256 | 72.03 |
| 2024-03-31 | $19k | 255 | 73.10 |
| 2023-09-30 | $34k | 486 | 69.95 |
| 2023-06-30 | $52k | 736 | 69.95 |
| 2022-12-31 | $53k | 818 | 64.38 |
| 2022-09-30 | $64k | 1.0k | 62.99 |
| 2019-12-31 | $6.6k | 106 | 62.50 |
| 2019-09-30 | $6.6k | 106 | 62.50 |
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