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SPDR Barclays Capital Convertible SecETF shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital Advisors 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 Fortis Capital Advisors 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 Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $213k 2.8k 76.62
2023-03-31 $7.8k 116 67.07
2022-12-31 $20k 316 64.34

More positions owned by Fortis Capital Advisors

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Etf (SCHX)
Invesco Qqq Tr Etf (QQQ)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Schwab Strategic Tr Etf (SCHG)
SPDR S&P 500 Etf (SPY)
Schwab Strategic Tr Etf (SCHF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust Etf (BIL)
Ishares Tr Etf (IVV)
Ishares Tr Etf (IJR)
Vanguard Index Fds Etf (VO)
Amazon (AMZN)
Palantir Technologies (PLTR)

View all positions for Fortis Capital Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
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
Goodman Advisory Group
New York Life Investment Management

View all funds holding SPDR Barclays Capital Convertible SecETF