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SPDR Barclays Capital Convertible SecETF shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2023-03-31 $416k 6.5k 64.34
2022-12-31 $407k 6.3k 64.33
2022-09-30 $370k 5.8k 63.33
2022-06-30 $401k 6.2k 64.57

More positions owned by KWB Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

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
RIA Advisory Group
Bank Of Montreal
UBS Group
H&H Retirement Design & Management
Wright Fund Managment
Royal Bank of Canada
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF