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SPDR Barclays Capital Convertible SecETF shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 Financial & Tax Architects 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 Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 113k 90.50
2025-06-30 $10M 122k 82.66
2025-03-31 $9.2M 121k 76.62
2024-12-31 $9.1M 117k 77.89

More positions owned by Financial & Tax Architects

Ishares Msci Eafe Etf Etf (EFA)
Fidelity Total Bond Etf Etf (FBND)
Spdr S&p 500 Etf Trust Etf (SPY)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)
Ishares Core U.s. Reit Etf Etf (USRT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr Bloomberg Convertible Securities Etf Etf (CWB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Abbvie Stock (ABBV)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Caterpillar Stock (CAT)
Johnson & Johnson Stock (JNJ)

View all positions for Financial & Tax Architects

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF