Ibex Wealth Advisors »

SPDR Barclays Capital Convertible SecETF shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors 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 Ibex Wealth Advisors 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 12k 91.52
2022-03-31 $4.1M 53k 76.95
2021-12-31 $4.3M 52k 82.95
2021-09-30 $4.3M 50k 85.34
2021-06-30 $4.1M 47k 86.72
2021-03-31 $3.8M 45k 83.34
2020-12-31 $6.3M 76k 82.79
2020-09-30 $5.4M 78k 68.90
2020-06-30 $4.8M 79k 60.49
2020-03-31 $3.8M 80k 47.85
2019-12-31 $4.7M 84k 55.50
2019-09-30 $4.5M 85k 52.45
2019-06-30 $4.5M 86k 52.87
2019-03-31 $4.4M 85k 52.26
2018-12-31 $3.9M 83k 46.79
2018-09-30 $4.5M 83k 53.64
2018-06-30 $4.0M 79k 50.58
2018-03-31 $4.0M 79k 50.58
2017-09-30 $3.9M 76k 51.60
2017-06-30 $3.6k 147 24.80
2016-12-31 $3.2M 69k 46.50

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies Common Stock (PLTR)
Williams Cos Common Stock (WMB)
Pimco Ehnanced MF Closed and MF Open (MINT)
Vertiv Holdings Common Stock (VRT)
Jackson Financial Common Stock (JXN)
F/m U S MF Closed and MF Open (TBIL)
Alphabet Common Stock (GOOGL)
Kinder Morgan Common Stock (KMI)
Applovin Corp Common Stock (APP)
Abbvie Common Stock (ABBV)
Micron Technology Common Stock (MU)

View all positions for Ibex Wealth Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

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

View all funds holding SPDR Barclays Capital Convertible SecETF