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SPDR Barclays Capital Convertible SecETF shares owned by Eagle Strategies

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

Historical chart of Eagle Strategies 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 Eagle Strategies 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 Eagle Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $498k 4.6k 107.81
2024-03-31 $5.2M 71k 73.04
2023-03-31 $276k 4.1k 67.07
2022-12-31 $268k 4.2k 64.34
2022-06-30 $420k 6.5k 64.64
2022-03-31 $821k 11k 76.97
2021-12-31 $1.7M 21k 82.96

More positions owned by Eagle Strategies

Spdr Series Trust St Str P500etf (SPYM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust ST STR P500GRW (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds Us Infr Dev Etf (PAVE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Eagle Strategies

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