SPDR Barclays Capital Convertible SecETF shares owned by H&H Retirement Design & Management
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by H&H Retirement Design & Management
from 13F filings
Historical chart of H&H Retirement Design & Management investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by H&H Retirement Design & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 400k | 92.60 |
| 2025-06-30 | $35M | 411k | 84.96 |
| 2025-03-31 | $28M | 383k | 73.92 |
| 2024-12-31 | $30M | 380k | 79.87 |
| 2024-09-30 | $31M | 395k | 77.42 |
| 2024-06-30 | $28M | 373k | 73.61 |
| 2024-03-31 | $26M | 369k | 70.01 |
| 2023-12-31 | $32M | 439k | 71.85 |
| 2023-09-30 | $11M | 168k | 66.82 |
| 2023-06-30 | $12M | 167k | 71.31 |
| 2023-03-31 | $12M | 185k | 67.06 |
| 2022-12-31 | $586k | 8.7k | 67.07 |
| 2022-09-30 | $616k | 9.8k | 62.93 |
| 2022-06-30 | $703k | 10k | 67.75 |
| 2022-03-31 | $759k | 10k | 75.34 |
| 2021-12-31 | $1.9M | 25k | 74.82 |
| 2021-09-30 | $16M | 186k | 85.20 |
| 2021-06-30 | $16M | 185k | 85.99 |
| 2021-03-31 | $17M | 197k | 85.00 |
| 2020-09-30 | $13M | 185k | 68.89 |
| 2020-06-30 | $10M | 172k | 60.50 |
| 2020-03-31 | $8.7M | 182k | 47.86 |
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