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SPDR Barclays Capital Convertible SecETF shares owned by Icapital Wealth

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

Historical chart of Icapital Wealth 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 Icapital Wealth 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 Icapital Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 13k 76.59
2024-06-30 $966k 13k 72.06
2024-03-31 $979k 13k 73.04
2023-12-31 $967k 13k 72.15
2023-09-30 $909k 13k 67.80
2023-06-30 $1.2M 17k 69.95
2023-03-31 $1.1M 17k 67.07
2022-12-31 $1.5M 24k 64.34
2022-09-30 $1.9M 30k 63.31
2022-06-30 $1.9M 30k 64.57
2022-03-31 $2.3M 30k 75.80
2021-12-31 $2.5M 30k 82.97

More positions owned by Icapital Wealth

Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Crowdstrike Hldgs Cl A (CRWD)
Goldman Sachs Bdc SHS (GSBD)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Palo Alto Networks (PANW)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Mongodb Cl A (MDB)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Arm Holdings Sponsored Ads (ARM)

View all positions for Icapital Wealth

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Goldman Sachs Group
UBS Group
Bank Of Montreal

View all funds holding SPDR Barclays Capital Convertible SecETF