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SPDR Barclays Capital Convertible SecETF shares owned by IFG Advisory

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

Historical chart of IFG Advisory 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 IFG Advisory 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $82k 900 91.52
2024-03-31 $272k 3.7k 73.04

More positions owned by IFG Advisory

Commerce Bancshares (CBSH)
Delek Logistics Partners Com Unt Rp Int (DKL)
MPLX Com Unit Rep Ltd (MPLX)
Brookfield Infrastructure Pa Lp Int Unit (BIP)
Western Midstream Partners L Com Unit Lp Int (WES)
Energy Transfer Com Ut Ltd Ptn (ET)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Worthington Industries (WOR)
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Crossamerica Partners Ut Ltd Ptn Int (CAPL)
Worthington Stl Com Shs (WS)
Apple (AAPL)

View all positions for IFG Advisory

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