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SPDR Barclays Capital Convertible SecETF shares owned by IFP Advisors

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

Historical chart of IFP 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 IFP Advisors 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 33k 90.50
2025-06-30 $2.8M 34k 82.66
2025-03-31 $2.3M 30k 76.62
2024-12-31 $1.8M 23k 77.89
2024-09-30 $144k 1.9k 76.58
2024-06-30 $290k 4.0k 72.05
2024-03-31 $351k 4.8k 73.03
2023-12-31 $1.8M 26k 72.15
2023-09-30 $2.6M 38k 67.80
2023-06-30 $1.7M 36k 46.76
2023-03-31 $1.6M 35k 46.76
2022-12-31 $1.0M 22k 47.04
2022-09-30 $1.4M 29k 47.18
2022-06-30 $12k 87 137.93
2022-03-31 $1.0M 22k 47.46
2021-12-31 $1.9M 23k 82.81
2021-09-30 $1.3M 15k 85.05
2021-06-30 $2.0M 23k 86.56
2021-03-31 $1.8M 22k 83.39
2020-12-31 $2.0M 24k 82.50
2020-09-30 $1.7M 25k 68.45
2020-06-30 $1.7M 29k 59.31
2020-03-31 $1.9M 39k 47.86
2019-12-31 $2.0M 37k 55.47
2019-09-30 $1.8M 35k 52.14
2019-03-31 $1.2M 23k 52.42
2018-12-31 $4.0M 86k 46.64
2018-09-30 $6.0M 112k 53.94
2018-06-30 $6.0M 113k 53.02
2018-03-31 $3.6M 72k 50.60
2017-12-31 $3.6M 72k 50.60
2017-09-30 $3.7M 72k 51.07
2017-06-30 $3.8M 77k 49.62
2017-03-31 $3.6M 76k 48.10
2016-12-31 $3.1M 68k 45.65
2016-09-30 $3.0M 64k 46.35
2016-06-30 $2.6M 60k 43.84
2016-03-31 $1.9M 45k 43.21
2015-12-31 $1.7M 39k 43.28

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Wisdomtree Tr Us Qtly Div Grt mc (DGRW)
Spdr Index cs (SPDW)
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View all positions for IFP Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
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
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF