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SPDR Barclays Capital Convertible SecETF shares owned by Invst

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

Historical chart of Invst 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 Invst 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 Invst

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 2.3k 89.21
2025-09-30 $220k 2.4k 90.50

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ea Series Trust Freedom 100 Em (FRDM)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Invst

Top funds holding SPDR Barclays Capital Convertible SecETF

Howard Capital Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Jane Street
Goodman Advisory Group
Raymond James Financial

View all funds holding SPDR Barclays Capital Convertible SecETF