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SPDR Barclays Capital Convertible SecETF shares owned by Kades & Cheifetz

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

Historical chart of Kades & Cheifetz 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 Kades & Cheifetz 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 Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 15k 76.59
2024-06-30 $1.0M 15k 72.06
2024-03-31 $1.0M 14k 73.04
2023-12-31 $900k 13k 72.15

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Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us Smallcap Divd (DES)
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View all positions for Kades & Cheifetz

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF