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SPDR Barclays Capital Convertible SecETF shares owned by Estate Counselors

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

Historical chart of Estate Counselors 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 Estate Counselors 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 Estate Counselors

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.9M 110k 72.06
2024-03-31 $2.9M 40k 73.04
2023-12-31 $3.5M 48k 72.15
2023-09-30 $2.8M 42k 67.80
2023-06-30 $3.0M 42k 69.95
2023-03-31 $1.2M 18k 67.07
2022-12-31 $1.1M 17k 64.34
2018-06-30 $14M 254k 53.02
2018-03-31 $13M 249k 51.66
2017-12-31 $9.4M 185k 50.60
2017-09-30 $10M 199k 51.07
2017-06-30 $8.9M 180k 49.62
2017-03-31 $8.4M 174k 48.10
2016-12-31 $12M 272k 45.65
2016-09-30 $4.4M 95k 46.36
2016-06-30 $4.6M 106k 43.84
2016-03-31 $4.5M 105k 43.20
2015-12-31 $1.9M 43k 43.29
2014-09-30 $232k 4.7k 49.73
2014-06-30 $263k 5.2k 50.43
2014-03-31 $252k 5.2k 48.32
2013-12-31 $266k 5.7k 46.79
2013-09-30 $243k 5.4k 45.17
2013-06-30 $229k 5.4k 42.57

More positions owned by Estate Counselors

Etf Ser Solutions The Brinsmere Fu (TBFC)
Etf Ser Solutions The Brinsmere Fu (TBFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard World Financials Etf (VFH)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Estate Counselors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Wright Fund Managment
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
H&H Retirement Design & Management

View all funds holding SPDR Barclays Capital Convertible SecETF