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SPDR Barclays Capital Convertible SecETF shares owned by Cottonwood Capital Advisors

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

Historical chart of Cottonwood Capital Advisors 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 Cottonwood Capital Advisors 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 Cottonwood Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $985k 14k 70.46
2023-12-31 $1.1M 15k 72.15
2023-09-30 $1.0M 15k 67.80
2023-06-30 $1.1M 16k 69.95
2023-03-31 $1.1M 17k 67.07
2022-12-31 $1.3M 21k 64.34
2022-09-30 $1.4M 22k 63.28
2022-06-30 $1.4M 22k 64.54
2022-03-31 $1.8M 24k 76.95
2021-12-31 $2.4M 29k 82.97

More positions owned by Cottonwood Capital Advisors

First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Ishares Tr U.s. Tech Etf (IYW)
Trust For Professional Man Convergence Lng (CLSE)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Us Home Cons Etf (ITB)
Flexshares Tr Discp Dur Mbs (MBSD)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Ishares Tr Us Oil Gs Ex Etf (IEO)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Ishares Tr Us Br Del Se Etf (IAI)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Cottonwood Capital Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
New York Life Investment Management
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners
Oakmont Partners

View all funds holding SPDR Barclays Capital Convertible SecETF