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SPDR Barclays Capital Convertible SecETF shares owned by Kmt Wealth Management

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

Historical chart of Kmt Wealth Management 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 Kmt Wealth Management 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 Kmt Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 15k 107.82

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Top funds holding SPDR Barclays Capital Convertible SecETF

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

View all funds holding SPDR Barclays Capital Convertible SecETF