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SPDR Barclays Capital Convertible SecETF shares owned by First Pacific Financial

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

Historical chart of First Pacific 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 First Pacific 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 First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 371 76.59
2024-06-30 $27k 371 72.06
2024-03-31 $27k 371 73.04

More positions owned by First Pacific Financial

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Dimensional Etf Trust World Equity Etf (DFAW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Matthews Intl Fds Emerging Markets (EMSF)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for First Pacific Financial

Top funds holding SPDR Barclays Capital Convertible SecETF

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Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF