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SPDR Barclays Capital Convertible SecETF shares owned by J. M. Brown & Associates

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by J. M. Brown & Associates from 13F filings

Historical chart of J. M. Brown & Associates 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 J. M. Brown & Associates 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 J. M. Brown & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.5M 70k 107.82

More positions owned by J. M. Brown & Associates

Proshares Tr Pshs Ult S&p 500 (SSO)
Spdr Series Trust St Str Conv Etf (CWB)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Apple (AAPL)
Vanguard World Materials Etf (VAW)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
Vanguard World Energy Etf (VDE)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for J. M. Brown & Associates

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
Goodman Advisory Group
UBS Group
Jane Street
Envestnet Asset Management

View all funds holding SPDR Barclays Capital Convertible SecETF