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SPDR Barclays Capital Convertible SecETF shares owned by HighPoint Advisor

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

Historical chart of HighPoint Advisor 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 HighPoint Advisor 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 HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 17k 91.52
2025-12-31 $1.5M 17k 89.20

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
Goodman Advisory Group
UBS Group
Jane Street
Envestnet Asset Management

View all funds holding SPDR Barclays Capital Convertible SecETF