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SPDR Barclays Capital Convertible SecETF shares owned by Continuum Advisory

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Continuum Advisory from 13F filings

Historical chart of Continuum Advisory 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 Continuum Advisory 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $13k 175 76.57
2024-12-31 $14k 175 77.84
2024-09-30 $14k 175 78.80
2024-06-30 $13k 175 72.01
2024-03-31 $13k 175 71.65
2023-09-30 $292k 4.3k 67.79
2023-06-30 $311k 4.4k 69.95
2022-12-31 $373k 5.8k 64.34
2022-09-30 $1.0M 16k 63.27

More positions owned by Continuum Advisory

Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Msci Usa Strtgic (QUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Continuum Advisory

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Goodman Advisory Group
New York Life Investment Management

View all funds holding SPDR Barclays Capital Convertible SecETF