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SPDR Barclays Capital Convertible SecETF shares owned by Goodman Advisory Group

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

Historical chart of Goodman Advisory Group 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 Goodman Advisory Group 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 Goodman Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 154k 72.06
2024-03-31 $70k 957 73.09
2023-12-31 $11M 151k 72.15
2023-06-30 $332 5 66.40
2023-03-31 $33k 491 67.07
2022-12-31 $53k 816 64.95

More positions owned by Goodman Advisory Group

Spdr Portfolio MF Closed and MF Open (SPYG)
Spdr Portfolio MF Closed and MF Open (SPLG)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco National MF Closed and MF Open (PZA)
Vanguard Municipal MF Closed and MF Open (VTEB)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Spdr Bloomberg MF Closed and MF Open (CWB)
Spdr Msci MF Closed and MF Open (QUS)
Apple Common Stock (AAPL)
Pimco 25 MF Closed and MF Open (ZROZ)
Pimco Ehnanced MF Closed and MF Open (MINT)
Alphabet Common Stock (GOOGL)
Spdr Portfolio MF Closed and MF Open (SPTL)
Amazon Common Stock (AMZN)

View all positions for Goodman Advisory Group

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Wright Fund Managment
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF