SPDR Barclays Capital Convertible SecETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.8M | 72k | 67.80 |
| 2023-06-30 | $5.0M | 72k | 69.95 |
| 2023-03-31 | $4.8M | 72k | 67.07 |
| 2022-12-31 | $4.6M | 72k | 64.34 |
| 2022-09-30 | $4.5M | 72k | 63.30 |
| 2022-06-30 | $4.5M | 70k | 64.56 |
| 2022-03-31 | $5.1M | 67k | 76.96 |
| 2021-12-31 | $5.8M | 71k | 82.97 |
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