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SPDR Barclays Capital Convertible SecETF shares owned by Cordatus Wealth Management

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

Historical chart of Cordatus Wealth Management 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 Cordatus Wealth Management 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 Cordatus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 26k 90.50
2025-06-30 $1.5M 18k 82.64
2025-03-31 $1.1M 15k 76.63
2024-12-31 $515k 6.6k 77.83
2020-09-30 $1.4M 20k 68.89
2020-06-30 $884k 15k 60.50
2019-12-31 $1.0M 18k 55.49
2019-03-31 $2.1M 40k 52.25

More positions owned by Cordatus Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Sp Smcp600vl Etf (IJS)
Wal-Mart Stores (WMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Ishares Tr S&p Mc 400vl Etf (IJJ)

View all positions for Cordatus Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
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
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF