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SPDR Barclays Capital Convertible SecETF shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 14k 89.20
2025-09-30 $1.2M 13k 90.50
2025-06-30 $1.0M 12k 82.66
2025-03-31 $949k 12k 76.70
2024-12-31 $1.5M 19k 77.89
2024-09-30 $1.2M 16k 76.59
2024-06-30 $894k 12k 72.06
2024-03-31 $460k 6.3k 73.04
2023-06-30 $440k 6.3k 69.95

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Microsoft Corporation Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Amazon Com Incorporated Common Stock (AMZN)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Broadcom Incorporated Common Stock (AVGO)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Goodman Advisory Group
New York Life Investment Management

View all funds holding SPDR Barclays Capital Convertible SecETF