Future Financial Wealth Managment »

SPDR Barclays Capital Convertible SecETF shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment 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 Future Financial Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $77k 1.0k 76.59
2024-03-31 $73k 1.0k 73.04
2022-03-31 $77k 1.0k 77.00
2021-12-31 $83k 1.0k 83.00

More positions owned by Future Financial Wealth Managment

Vanguard S&p 500 Etf Etf (VOO)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Procter And Gamble Stock (PG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vaneck Vectors MS Wide Moat Etf (MOAT)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for Future Financial Wealth Managment

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
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
H&H Retirement Design & Management
Howard Capital Management

View all funds holding SPDR Barclays Capital Convertible SecETF