SPDR Barclays Capital Convertible SecETF shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 20k | 90.50 |
| 2025-06-30 | $2.3M | 28k | 82.66 |
| 2025-03-31 | $7.1M | 92k | 76.62 |
| 2024-12-31 | $6.8M | 87k | 77.89 |
| 2024-09-30 | $712k | 9.3k | 76.59 |
| 2024-06-30 | $277k | 3.8k | 72.06 |
| 2024-03-31 | $290k | 4.0k | 73.03 |
| 2023-12-31 | $274k | 3.8k | 72.16 |
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