SPDR Barclays Capital Convertible SecETF shares owned by GeoWealth Management
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $701k | 9.1k | 76.59 |
| 2024-06-30 | $1.9M | 26k | 72.06 |
| 2024-03-31 | $17M | 234k | 73.04 |
| 2023-09-30 | $8.1M | 119k | 67.78 |
| 2023-06-30 | $4.0M | 57k | 69.95 |
| 2023-03-31 | $4.1M | 61k | 67.06 |
| 2022-12-31 | $3.3M | 52k | 64.34 |
| 2022-09-30 | $6.4M | 101k | 63.30 |
| 2022-06-30 | $2.3M | 36k | 64.54 |
| 2022-03-31 | $15M | 188k | 76.95 |
| 2021-12-31 | $2.6M | 31k | 82.94 |
| 2021-09-30 | $24M | 284k | 85.35 |
| 2020-12-31 | $1.3M | 15k | 82.64 |
| 2020-09-30 | $770k | 11k | 68.95 |
| 2020-06-30 | $777k | 13k | 60.48 |
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