SPDR Barclays Capital Convertible SecETF shares owned by Herold Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $904k | 12k | 76.59 |
| 2024-06-30 | $922k | 13k | 72.06 |
| 2024-03-31 | $971k | 13k | 73.04 |
| 2023-12-31 | $960k | 13k | 72.15 |
| 2023-09-30 | $902k | 13k | 67.80 |
| 2023-06-30 | $930k | 13k | 69.95 |
| 2023-03-31 | $892k | 13k | 67.07 |
| 2022-12-31 | $856k | 13k | 64.34 |
| 2022-09-30 | $889k | 14k | 63.24 |
| 2022-06-30 | $945k | 15k | 64.56 |
| 2022-03-31 | $1.1M | 15k | 76.95 |
| 2021-12-31 | $1.3M | 15k | 82.90 |
| 2021-09-30 | $1.5M | 18k | 85.33 |
Top funds holding SPDR Barclays Capital Convertible SecETF
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