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SPDR Barclays Capital Convertible SecETF shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers 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 Hershey Financial Advisers 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 Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.7k 52 72.06

More positions owned by Hershey Financial Advisers

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Carnival Corp Unit 99/99/9999 (CCL)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Comm Srvc Etf (VOX)
Ishares Tr Morningstar Grwt (ILCG)
Trane Technologies SHS (TT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard World Financials Etf (VFH)
Vanguard World Industrial Etf (VIS)
Vanguard World Materials Etf (VAW)
Vanguard World Consum Stp Etf (VDC)

View all positions for Hershey Financial Advisers

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
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
Wright Fund Managment
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
H&H Retirement Design & Management

View all funds holding SPDR Barclays Capital Convertible SecETF