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SPDR Barclays Capital Convertible SecETF shares owned by Lee-Kelleher Wealth Management

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

Historical chart of Lee-Kelleher 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 Lee-Kelleher 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 Lee-Kelleher Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $860k 9.5k 90.50
2025-06-30 $785k 9.5k 82.66
2025-03-31 $728k 9.5k 76.62
2024-12-31 $740k 9.5k 77.89

More positions owned by Lee-Kelleher Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p Mc 400gr Etf (IJK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Lee-Kelleher Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
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
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF