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SPDR Barclays Capital Convertible SecETF shares owned by Legacy Financial Independent Advisors

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

Historical chart of Legacy Financial Independent 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 Legacy Financial Independent 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 Legacy Financial Independent Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $598k 6.5k 91.52

More positions owned by Legacy Financial Independent Advisors

Alerian Mlp Etf Alerian Mlp (AMLP)
Goldman Sachs Growth Opportunities Etf Growth Opportuni (GSGO)
International Business Machines (IBM)
Duke Energy Corporation Com New (DUK)
Southern Company (SO)
American Electric Power Company (AEP)
Simon Property (SPG)
First Trust Wcm International Equity Etf Wcm Intl Equity (WCMI)
PPL Corporation (PPL)
Principal Investment Grade Corporate Active Etf Prnc Invt Grad (IG)
Microsoft Corporation (MSFT)
Consolidated Edison (ED)
Waste Management (WM)
Ameren Corporation (AEE)
Cadence Design Systems (CDNS)

View all positions for Legacy Financial Independent Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bessemer
Northwestern Mutual Wealth Management Company
Delta Capital Management
Assetmark
Ameriprise Financial
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
Raymond James Financial
Goodman Advisory Group
UBS Group
Jane Street

View all funds holding SPDR Barclays Capital Convertible SecETF