SPDR Barclays Capital Convertible SecETF shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $877k | 11k | 76.59 |
| 2024-06-30 | $816k | 11k | 72.06 |
| 2024-03-31 | $837k | 12k | 73.04 |
| 2023-12-31 | $837k | 12k | 72.15 |
| 2023-09-30 | $807k | 12k | 67.80 |
| 2023-06-30 | $913k | 13k | 69.95 |
| 2023-03-31 | $26M | 394k | 67.07 |
| 2022-12-31 | $23M | 349k | 64.34 |
| 2022-09-30 | $26M | 395k | 64.56 |
| 2022-06-30 | $26M | 395k | 64.56 |
| 2022-03-31 | $26M | 343k | 76.95 |
| 2021-12-31 | $27M | 330k | 82.96 |
| 2021-09-30 | $28M | 329k | 85.35 |
| 2021-06-30 | $28M | 327k | 86.73 |
| 2021-03-31 | $29M | 347k | 83.35 |
| 2020-12-31 | $32M | 383k | 82.79 |
| 2020-09-30 | $28M | 412k | 68.89 |
| 2020-06-30 | $15M | 253k | 60.50 |
| 2020-03-31 | $11M | 227k | 47.86 |
| 2019-12-31 | $19M | 350k | 55.50 |
| 2019-09-30 | $15M | 288k | 52.45 |
| 2019-06-30 | $14M | 268k | 52.87 |
| 2019-03-31 | $2.0M | 38k | 52.24 |
| 2018-12-31 | $1.2M | 26k | 46.78 |
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