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SPDR Barclays Capital Convertible SecETF shares owned by HF Advisory Group

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

Historical chart of HF Advisory Group 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 HF Advisory Group 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 HF Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 33k 73.04
2023-12-31 $2.9M 41k 72.15
2023-09-30 $2.7M 40k 67.85
2023-06-30 $2.6M 38k 69.95
2023-03-31 $2.3M 34k 67.07
2022-12-31 $2.0M 31k 64.34

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Alphabet Cap Stk Cl C (GOOG)
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Amazon (AMZN)
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Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
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Booking Holdings (BKNG)
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Global X Fds Nasdaq 100 Cover (QYLD)

View all positions for HF Advisory Group

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
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF