Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kingsbury Capital Investment Advisors »

SPDR Barclays Capital Convertible SecETF shares owned by Kingsbury Capital Investment Advisors

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

Historical chart of Kingsbury Capital Investment Advisors 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 Kingsbury Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Kingsbury Capital Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2022-09-30	$2.7M	43k	63.30
2022-06-30	$3.0M	47k	64.55
2022-03-31	$3.6M	46k	76.95

More positions owned by Kingsbury Capital Investment Advisors

Illinois Tool Works (ITW)

Apple (AAPL)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

Tesla Motors (TSLA)

Spdr Ser Tr Bbg Conv Sec Etf (CWB)

First Tr Exchange-traded Risng Divd Achiv (RDVY)

First Tr Exchange Traded Hlth Care Alph (FXH)

Amazon (AMZN)

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)

First Tr Exchange-traded Ny Arca Biotech (FBT)

Vanguard Whitehall Fds High Div Yld (VYM)

Microsoft Corporation (MSFT)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Spdr Ser Tr Prtflo S&p500 Hi (SPYD)

Walt Disney Company (DIS)

View all positions for Kingsbury Capital Investment Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation

Goldman Sachs Group

Bessemer

New York Life Investment Management

Delta Capital Management

Wells Fargo & Company

Pnc Financial Services

Deutsche Bank Aktiengesellschaft

Bank Of Montreal

Wright Fund Managment

UBS Group

Royal Bank of Canada

H&H Retirement Design & Management

Fulton Breakefield Broenniman d/b/a FBB Capital Partners

Oakmont Partners

View all funds holding SPDR Barclays Capital Convertible SecETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z