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SPDR Barclays Capital Convertible SecETF shares owned by Farrell Financial

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

Historical chart of Farrell Financial 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 Farrell Financial 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 Farrell Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $840k 12k 72.06
2024-03-31 $748k 10k 73.04
2023-12-31 $686k 10k 67.89

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Vanguard Index Fds Mid Cap Etf (VO)
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Vanguard Index Fds Small Cp Etf (VB)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
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View all positions for Farrell Financial

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
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Wells Fargo & Company
Ameriprise Financial
Pnc Financial Services
New York Life Investment Management
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Wright Fund Managment
Envestnet Asset Management
Bank Of Montreal
UBS Group

View all funds holding SPDR Barclays Capital Convertible SecETF