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SPDR Barclays Capital Convertible SecETF shares owned by Coppell Advisory Solutions

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

Historical chart of Coppell Advisory Solutions 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 Coppell Advisory Solutions 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 Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 977 1262.59
2024-12-31 $43k 552 78.17
2024-09-30 $49k 634 76.59
2024-06-30 $43k 601 72.06
2023-12-31 $56k 778 72.15
2023-09-30 $45k 696 64.34
2023-06-30 $812k 12k 69.64
2022-12-31 $39k 609 64.34
2020-12-31 $218k 2.6k 82.83

More positions owned by Coppell Advisory Solutions

Sofi Technologies (SOFI)
Amplify Etf Tr Block Techn Etf (BLOK)
Robinhood Mkts Com Cl A (HOOD)
Tyson Foods Cl A (TSN)
Solstice Advanced Matls Com Shs (SOLS)
Vertex Pharmaceuticals Incorporated (VRTX)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Rollins (ROL)
Ishares Tr Global Finls Etf (IXG)
Ishares Tr Expanded Tech (IGV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust St Str Sp Div (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tidal Trust I Foli Al Rate Etf (RISR)

View all positions for Coppell Advisory Solutions

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Envestnet Asset Management
Howard Capital Management
LPL Financial
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Bessemer
Delta Capital Management
Ameriprise Financial
Assetmark
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
Goodman Advisory Group

View all funds holding SPDR Barclays Capital Convertible SecETF