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SPDR Barclays Capital Convertible SecETF shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners 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 Liberty Square Wealth Partners 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 Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 2.8k 90.50
2025-06-30 $238k 2.9k 82.66
2025-03-31 $269k 3.5k 76.62
2024-12-31 $295k 3.6k 81.32

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

Top funds holding SPDR Barclays Capital Convertible SecETF

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LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
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Ameriprise Financial
Deutsche Bank Aktiengesellschaft
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Goldman Sachs Group
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View all funds holding SPDR Barclays Capital Convertible SecETF