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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
2024-03-31 $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 Intrmd (SPIB)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Guardian Asset Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Morgan Stanley
Bessemer
LPL Financial
Delta Capital Management
Wells Fargo & Company
New York Life Investment Management
Pnc Financial Services
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Bank Of Montreal
UBS Group

View all funds holding SPDR Barclays Capital Convertible SecETF