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SPDR Barclays Capital Convertible SecETF shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group 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 Group 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 Group Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 12k 93.40

More positions owned by Fortis Group Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Silver Tr Ishares (SLV)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for Fortis Group Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Howard Capital Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Jane Street
Goodman Advisory Group
Raymond James Financial

View all funds holding SPDR Barclays Capital Convertible SecETF