SPDR Barclays Capital Convertible SecETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.4M | 20k | 72.06 |
| 2024-03-31 | $1.4M | 20k | 73.04 |
| 2023-12-31 | $1.4M | 20k | 72.15 |
| 2023-09-30 | $1.3M | 20k | 67.80 |
| 2023-06-30 | $1.4M | 24k | 58.19 |
| 2023-03-31 | $18M | 108k | 163.16 |
| 2022-12-31 | $1.3M | 20k | 64.34 |
| 2022-09-30 | $1.4M | 22k | 63.31 |
| 2022-06-30 | $320k | 5.0k | 64.61 |
| 2022-03-31 | $388k | 5.0k | 76.98 |
| 2021-12-31 | $418k | 5.0k | 82.95 |
| 2021-09-30 | $465k | 5.4k | 85.38 |
| 2021-06-30 | $447k | 5.2k | 86.68 |
| 2021-03-31 | $501k | 6.0k | 83.31 |
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