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
Tip: Access up to 7 years of quarterly data
All positions including SPDR Barclays Capital Convertible SecETF held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for Foundations Investment Advisors
Top funds holding SPDR Barclays Capital Convertible SecETF
View all funds holding SPDR Barclays Capital Convertible SecETF