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SPDR Barclays Capital Convertible SecETF shares owned by LFA - Lugano Financial Advisors SA

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

Historical chart of LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 14k 72.15
2023-09-30 $948k 14k 67.80
2023-06-30 $1.5M 22k 69.95
2023-03-31 $1.5M 22k 67.07
2022-12-31 $1.3M 21k 64.34
2022-09-30 $1.6M 25k 63.29
2022-06-30 $1.3M 21k 64.55
2022-03-31 $1.4M 19k 76.87
2021-12-31 $1.6M 20k 82.98
2021-09-30 $813k 9.5k 85.37
2021-06-30 $826k 9.5k 86.74
2021-03-31 $794k 9.5k 83.38
2020-12-31 $1.8M 22k 82.80
2020-09-30 $1.5M 22k 70.80
2020-06-30 $1.3M 22k 60.48
2020-03-31 $1.2M 22k 57.24
2019-12-31 $1.2M 22k 55.52
2019-06-30 $1.1M 22k 52.88
2019-03-31 $1.0M 20k 52.22
2018-12-31 $1.1M 20k 53.96
2018-09-30 $1.1M 20k 53.96

More positions owned by LFA - Lugano Financial Advisors SA

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)

View all positions for LFA - Lugano Financial Advisors SA

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
Wright Fund Managment
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF