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SPDR Barclays Capital Convertible SecETF shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.2M 19k 64.34
2022-09-30 $617k 9.7k 63.32
2022-06-30 $545k 8.4k 64.56
2022-03-31 $721k 9.4k 76.99
2021-06-30 $9.0k 99 90.91

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Heritage Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
UBS Group
H&H Retirement Design & Management
Wright Fund Managment
Royal Bank of Canada
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF