SPDR Barclays Capital Convertible SecETF shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Foundations Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $3.3M | 42k | 77.89 |
2024-09-30 | $535k | 7.0k | 76.59 |
2024-06-30 | $645k | 8.9k | 72.06 |
2024-03-31 | $1.3M | 19k | 73.04 |
2023-12-31 | $820k | 12k | 71.52 |
2023-09-30 | $1.2M | 18k | 67.80 |
2023-06-30 | $1.7M | 24k | 69.95 |
2023-03-31 | $3.8M | 56k | 67.07 |
2022-12-31 | $2.8M | 43k | 64.34 |
2022-09-30 | $1.7M | 27k | 63.31 |
2022-06-30 | $1.0M | 16k | 64.95 |
2022-03-31 | $431k | 5.7k | 75.30 |
2021-12-31 | $354k | 4.4k | 80.75 |
2021-09-30 | $258k | 3.0k | 85.15 |
2021-06-30 | $280k | 3.2k | 86.23 |
2021-03-31 | $222k | 2.6k | 84.89 |
2020-12-31 | $230k | 2.7k | 86.40 |
2020-06-30 | $366k | 5.9k | 61.71 |
More positions owned by Foundations Investment Advisors
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