SPDR Barclays Capital Convertible SecETF shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 40k | 90.50 |
| 2025-03-31 | $3.1M | 40k | 76.62 |
| 2024-12-31 | $3.6M | 46k | 78.08 |
| 2021-12-31 | $373k | 4.5k | 82.76 |
| 2020-12-31 | $373k | 4.5k | 82.78 |
| 2020-09-30 | $310k | 4.5k | 68.89 |
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