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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
2024-12-31 $1.1M 15k 77.89
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

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
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Ishares Gold Tr Ishares New (IAU)
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Wisdomtree Tr Us Smallcap Divd (DES)
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Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Kades & Cheifetz

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Goldman Sachs Group
UBS Group
Bank Of Montreal

View all funds holding SPDR Barclays Capital Convertible SecETF