SPDR Barclays Capital Convertible SecETF shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 15k | 76.59 |
| 2024-06-30 | $1.2M | 16k | 72.06 |
| 2024-03-31 | $1.4M | 19k | 73.04 |
| 2023-12-31 | $1.5M | 20k | 72.15 |
| 2023-09-30 | $1.5M | 22k | 67.80 |
| 2023-06-30 | $1.6M | 23k | 69.95 |
| 2023-03-31 | $1.6M | 24k | 67.07 |
| 2022-12-31 | $1.6M | 25k | 64.34 |
| 2022-09-30 | $1.3M | 21k | 63.29 |
| 2022-06-30 | $1.5M | 21k | 70.10 |
| 2022-03-31 | $1.6M | 21k | 76.94 |
| 2021-12-31 | $1.9M | 23k | 82.95 |
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