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SPDR Barclays Capital Convertible SecETF shares owned by Guardian Capital

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

Historical chart of Guardian Capital 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 Capital 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 Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 14k 89.20

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Amazon (AMZN)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Gold Tr Ishares New (IAU)
Meta Platforms Cl A (META)
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Costco Wholesale Corporation (COST)
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View all positions for Guardian Capital

Top funds holding SPDR Barclays Capital Convertible SecETF

Howard Capital Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Jane Street
Goodman Advisory Group
Raymond James Financial

View all funds holding SPDR Barclays Capital Convertible SecETF