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SPDR Barclays Capital Convertible SecETF shares owned by Guardian Asset Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Guardian Asset Advisors from 13F filings

Historical chart of Guardian Asset 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 Guardian Asset Advisors 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 Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $332k 4.3k 76.60
2024-06-30 $312k 4.3k 72.06
2024-03-31 $316k 4.3k 73.05
2023-12-31 $312k 4.3k 72.15

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Eli Lilly & Co. (LLY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Guardian Asset Advisors

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
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF