High Point Wealth Management »

SPDR Barclays Capital Convertible SecETF shares owned by High Point Wealth Management

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

Historical chart of High Point 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 High Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by High Point Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $26k 286 89.20

More positions owned by High Point Wealth Management

Ishares Dj Us Technology Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Fidelity High Dividend Etf Etf (FDVV)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
State Street Spdr S&p Software & Services Etf Etf (XSW)
Public Svc Enterprise Grp Stock (PEG)
Southern Stock (SO)
Ishares Tr High Divid Equity Etf (HDV)
Ishares S&p 500 Index Etf (IVV)
First Trust Cloud Computing Etf Etf (SKYY)
Consolidated Edison Stock (ED)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Medical Devices Etf Etf (IHI)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Health Care Reit Reit (WELL)

View all positions for High Point Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Goodman Advisory Group
New York Life Investment Management

View all funds holding SPDR Barclays Capital Convertible SecETF